-40.7%
INTU vs DHR
-7.4%
-33.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.2% | -3.0% | -3.8% |
| 7D | -7.5% | -0.8% | -6.7% | -7.3% |
| 30D | -1.9% | +0.2% | -2.2% | -2.0% |
| 3M | +4.9% | +12.1% | -7.2% | +1.1% |
| 6M | -33.2% | +5.4% | -38.6% | -34.4% |
| YTD | -51.4% | -10.0% | -41.4% | -49.9% |
| 1Y | -52.0% | +4.1% | -56.1% | -52.9% |
| 3Y | -40.7% | -5.2% | -35.5% | -43.5% |
| All | -40.7% | -7.4% | -33.3% | -43.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling