-34.1%
INTU vs DLR
+54.1%
-88.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.9% | +2.3% | +0.7% |
| 7D | +0.1% | +3.3% | -3.3% | -0.3% |
| 30D | +10.1% | +4.6% | +5.5% | +9.3% |
| 3M | -4.2% | -8.3% | +4.1% | -3.2% |
| 6M | -7.2% | -5.6% | -1.6% | -7.1% |
| YTD | -47.7% | +18.7% | -66.4% | -51.3% |
| 1Y | -46.7% | +17.1% | -63.8% | -50.2% |
| 3Y | -34.1% | +54.4% | -88.4% | -48.0% |
| All | -34.1% | +54.1% | -88.1% | -48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DLR.
Daily Out/Under-Performance
Portfolio return minus DLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLR 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 DLR 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