+243.1%
INTU vs ARWR
+906.2%
-663.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.2% | -5.0% | -3.9% |
| 7D | +0.1% | -2.9% | +3.0% | +0.4% |
| 30D | +15.4% | -5.4% | +20.8% | +16.1% |
| 3M | +6.6% | -32.2% | +38.8% | +11.1% |
| 6M | -11.3% | -26.5% | +15.2% | -9.0% |
| YTD | -47.7% | -12.4% | -35.3% | -47.9% |
| 1Y | -47.0% | +46.9% | -93.9% | -50.9% |
| 3Y | -29.9% | +116.0% | -145.9% | -41.9% |
| 5Y | -42.2% | -28.0% | -14.3% | -47.1% |
| All | +243.1% | +906.2% | -663.1% | +147.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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