-42.6%
INTU vs DHR
-28.4%
-14.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | -8.5% | -2.4% | -6.0% | -7.3% |
| 30D | -6.1% | -2.2% | -4.0% | -5.2% |
| 3M | +7.3% | +9.0% | -1.6% | +1.9% |
| 6M | -33.2% | +3.5% | -36.7% | -35.2% |
| YTD | -52.2% | -10.1% | -42.0% | -49.9% |
| 1Y | -52.7% | +6.2% | -58.9% | -55.4% |
| 3Y | -41.6% | -5.4% | -36.3% | -44.4% |
| 5Y | -42.6% | -27.9% | -14.8% | -33.2% |
| All | -42.6% | -28.4% | -14.3% | -33.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling