+13,799.4%
INTU vs DHI
+12,501.5%
+1,297.9%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.7% | +1.1% | +2.5% |
| 7D | -3.3% | -3.4% | +0.1% | -2.6% |
| 30D | -3.9% | -5.4% | +1.5% | -2.8% |
| 3M | +16.6% | -10.4% | +27.1% | +19.2% |
| 6M | -26.4% | -2.8% | -23.7% | -26.6% |
| YTD | -51.0% | -3.4% | -47.6% | -51.3% |
| 1Y | -50.8% | -22.9% | -27.9% | -48.9% |
| 3Y | -40.1% | +20.7% | -60.7% | -44.9% |
| 5Y | -41.2% | +62.1% | -103.4% | -49.3% |
| 10Y | +218.6% | +410.4% | -191.8% | +113.0% |
| All | +13,799.4% | +12,501.5% | +1,297.9% | +4,873.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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