+6,274.6%
INTU vs DRI
+7,577.6%
-1,303.1%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.8% | -3.2% |
| 7D | -7.1% | +0.6% | -7.7% | -7.3% |
| 30D | +1.5% | +3.8% | -2.4% | +0.1% |
| 3M | +10.7% | +13.0% | -2.4% | +6.3% |
| 6M | -23.8% | +8.3% | -32.2% | -26.1% |
| YTD | -49.3% | +20.6% | -69.9% | -52.6% |
| 1Y | -49.7% | +6.5% | -56.1% | -51.3% |
| 3Y | -38.0% | +53.7% | -91.7% | -47.2% |
| 5Y | -38.7% | +72.7% | -111.4% | -49.7% |
| 10Y | +221.3% | +363.2% | -141.8% | +80.0% |
| All | +6,274.6% | +7,577.6% | -1,303.1% | +1,448.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling