+236.7%
INTU vs DLTR
+76.3%
+160.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.3% | +2.7% | +0.9% |
| 7D | +0.1% | +5.3% | -5.2% | -1.1% |
| 30D | +10.1% | +13.4% | -3.3% | +7.2% |
| 3M | -4.2% | +6.6% | -10.8% | -5.6% |
| 6M | -7.2% | +59.1% | -66.3% | -16.2% |
| YTD | -47.7% | +12.3% | -59.9% | -49.5% |
| 1Y | -46.7% | +33.9% | -80.6% | -50.5% |
| 3Y | -34.1% | +23.0% | -57.1% | -39.6% |
| 5Y | -43.3% | +22.1% | -65.4% | -48.5% |
| All | +236.7% | +76.3% | +160.5% | +168.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 10y: compounded portfolio wealth divided by compounded DLTR 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…
10y analysis · Full analysis span regression · 6 months rolling