+6,517.1%
INTU vs DLTR
+11,640.8%
-5,123.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.3% | -3.7% | -3.4% |
| 7D | -7.1% | +2.5% | -9.5% | -7.7% |
| 30D | +1.5% | +2.1% | -0.6% | +0.9% |
| 3M | +10.7% | +20.3% | -9.6% | +5.9% |
| 6M | -23.8% | +11.5% | -35.4% | -26.4% |
| YTD | -49.3% | +6.8% | -56.1% | -50.7% |
| 1Y | -49.7% | +31.1% | -80.7% | -53.5% |
| 3Y | -38.0% | +10.7% | -48.7% | -42.8% |
| 5Y | -38.7% | +41.6% | -80.3% | -47.9% |
| 10Y | +221.3% | +58.1% | +163.2% | +152.9% |
| All | +6,517.1% | +11,640.8% | -5,123.7% | +2,128.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling