-40.7%
INTU vs DLTR
+6.7%
-47.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -5.6% | +1.5% | -3.6% |
| 7D | -7.5% | -5.8% | -1.7% | -7.0% |
| 30D | -1.9% | -5.2% | +3.3% | -1.4% |
| 3M | +4.9% | +15.2% | -10.3% | +3.7% |
| 6M | -33.2% | +7.1% | -40.3% | -33.8% |
| YTD | -51.4% | +0.8% | -52.2% | -51.7% |
| 1Y | -52.0% | +24.8% | -76.8% | -53.2% |
| 3Y | -40.7% | +6.9% | -47.6% | -43.2% |
| All | -40.7% | +6.7% | -47.4% | -43.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling