+14,738.3%
INTU vs DE
+14,510.7%
+227.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.7% |
| 7D | +0.1% | +0.3% | -0.2% | -0.1% |
| 30D | +10.1% | +3.6% | +6.5% | +8.8% |
| 3M | -4.2% | +10.2% | -14.4% | -7.6% |
| 6M | -7.2% | +16.6% | -23.8% | -12.7% |
| YTD | -47.7% | +45.8% | -93.5% | -55.1% |
| 1Y | -46.7% | +43.9% | -90.6% | -54.1% |
| 3Y | -34.1% | +89.6% | -123.7% | -49.2% |
| 5Y | -43.3% | +100.3% | -143.6% | -57.9% |
| 10Y | +232.6% | +760.8% | -528.2% | +45.6% |
| All | +14,738.3% | +14,510.7% | +227.6% | +2,204.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded DE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling