+37.2%
INTU vs DOW
-15.8%
+53.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.0% | -0.3% | -2.5% |
| 7D | -7.1% | -2.4% | -4.7% | -6.5% |
| 30D | +1.5% | +0.4% | +1.1% | +1.2% |
| 3M | +10.7% | -14.4% | +25.1% | +15.0% |
| 6M | -23.8% | -7.0% | -16.9% | -23.5% |
| YTD | -49.3% | +30.2% | -79.5% | -54.3% |
| 1Y | -49.7% | +29.2% | -78.9% | -55.0% |
| 3Y | -38.0% | -36.7% | -1.3% | -32.0% |
| 5Y | -38.7% | -37.7% | -1.0% | -33.0% |
| All | +37.2% | -15.8% | +53.0% | +12.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling