-51.6%
INTU vs DHR
+6.3%
-58.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | -8.5% | -2.4% | -6.0% | -8.0% |
| 30D | -6.1% | -2.2% | -4.0% | -5.7% |
| 3M | +7.3% | +9.0% | -1.6% | +5.4% |
| 6M | -33.2% | +3.5% | -36.7% | -33.2% |
| YTD | -52.2% | -10.1% | -42.0% | -50.7% |
| All | -51.6% | +6.3% | -58.0% | -50.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling