-42.8%
INTU vs DLTR
+29.9%
-72.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.4% |
| 7D | -9.2% | -9.4% | +0.3% | -7.6% |
| 30D | -7.0% | -7.3% | +0.3% | -5.8% |
| 3M | +10.5% | +7.6% | +3.0% | +9.2% |
| 6M | -30.6% | +1.6% | -32.2% | -31.1% |
| YTD | -52.3% | -3.5% | -48.8% | -52.5% |
| 1Y | -51.8% | +20.0% | -71.8% | -53.9% |
| 3Y | -41.8% | +2.3% | -44.1% | -43.5% |
| 5Y | -42.8% | +31.5% | -74.4% | -42.5% |
| All | -42.8% | +29.9% | -72.7% | -42.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling