-46.7%
INTU vs DOW
+56.5%
-103.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.8% | +0.5% |
| 7D | +0.1% | +5.2% | -5.2% | -0.4% |
| 30D | +10.1% | +13.2% | -3.1% | +8.9% |
| 3M | -4.2% | +10.1% | -14.3% | -5.0% |
| 6M | -7.2% | -13.1% | +5.8% | -8.0% |
| YTD | -47.7% | +46.1% | -93.8% | -47.2% |
| 1Y | -46.7% | +50.0% | -96.7% | -46.5% |
| All | -46.7% | +56.5% | -103.2% | -46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 1y: compounded portfolio wealth divided by compounded DOW 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…
1y analysis · Full analysis span regression · 6 months rolling