-40.7%
INTU vs DKS
+28.7%
-69.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.9% | +0.7% | -3.4% |
| 7D | -7.5% | -0.4% | -7.1% | -7.5% |
| 30D | -1.9% | -36.6% | +34.7% | +4.0% |
| 3M | +4.9% | -37.6% | +42.5% | +11.4% |
| 6M | -33.2% | -32.1% | -1.1% | -30.6% |
| YTD | -51.4% | -32.3% | -19.1% | -49.6% |
| 1Y | -52.0% | -39.5% | -12.5% | -49.2% |
| 3Y | -40.7% | +27.7% | -68.4% | -47.7% |
| All | -40.7% | +28.7% | -69.4% | -47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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