+235.2%
INTU vs ARWR
+1,009.4%
-774.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.5% | +3.8% | -0.2% |
| 7D | -4.1% | -17.9% | +13.8% | -2.0% |
| 30D | +12.8% | -18.9% | +31.7% | +15.4% |
| 3M | +2.1% | -46.0% | +48.1% | +9.3% |
| 6M | -11.5% | -40.3% | +28.9% | -7.0% |
| YTD | -47.9% | -29.0% | -18.9% | -46.8% |
| 1Y | -47.7% | +13.8% | -61.5% | -50.2% |
| 3Y | -34.0% | +74.9% | -108.8% | -44.3% |
| 5Y | -43.5% | -36.2% | -7.3% | -47.7% |
| All | +235.2% | +1,009.4% | -774.2% | +141.5% |
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