+209.1%
INTU vs DHR
+210.0%
-1.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.7% | +0.9% |
| 7D | -9.2% | -5.0% | -4.2% | -6.3% |
| 30D | -7.0% | -3.3% | -3.7% | -5.2% |
| 3M | +10.5% | +9.4% | +1.1% | +3.5% |
| 6M | -30.6% | +3.2% | -33.7% | -33.2% |
| YTD | -52.3% | -12.0% | -40.3% | -49.4% |
| 1Y | -51.8% | +4.9% | -56.7% | -54.9% |
| 3Y | -41.8% | -7.4% | -34.5% | -44.2% |
| 5Y | -42.8% | -29.8% | -13.1% | -33.1% |
| All | +209.1% | +210.0% | -1.0% | +27.8% |
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