+235.2%
INTU vs DHR
+240.8%
-5.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | +0.1% |
| 7D | -4.1% | +2.6% | -6.7% | -5.6% |
| 30D | +12.8% | +4.2% | +8.7% | +9.8% |
| 3M | +2.1% | +13.0% | -10.9% | -6.1% |
| 6M | -11.5% | +40.2% | -51.6% | -29.9% |
| YTD | -47.9% | +2.0% | -49.9% | -49.9% |
| 1Y | -47.7% | +6.6% | -54.3% | -51.1% |
| 3Y | -34.0% | +19.9% | -53.9% | -46.9% |
| 5Y | -43.5% | -11.7% | -31.8% | -43.4% |
| All | +235.2% | +240.8% | -5.6% | +28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 10y: compounded portfolio wealth divided by compounded DHR 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…
10y analysis · Full analysis span regression · 6 months rolling