+211.1%
INTU vs DRI
+350.3%
-139.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.8% | -2.3% | -3.5% |
| 7D | -7.5% | -1.2% | -6.3% | -7.2% |
| 30D | -1.9% | -0.4% | -1.6% | -2.0% |
| 3M | +4.9% | +9.5% | -4.7% | +1.4% |
| 6M | -33.2% | +6.5% | -39.7% | -35.0% |
| YTD | -51.4% | +18.4% | -69.8% | -54.6% |
| 1Y | -52.0% | +4.2% | -56.2% | -53.4% |
| 3Y | -40.7% | +57.1% | -97.8% | -50.9% |
| 5Y | -41.7% | +70.4% | -112.1% | -53.4% |
| 10Y | +211.1% | +354.0% | -142.9% | +81.0% |
| All | +211.1% | +350.3% | -139.2% | +81.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 10y: compounded portfolio wealth divided by compounded DRI 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…
10y analysis · Full analysis span regression · 6 months rolling