+233.5%
INTU vs ARWR
+1,021.8%
-788.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.6% |
| 7D | -3.9% | -19.9% | +16.0% | -1.6% |
| 30D | +12.0% | -18.7% | +30.7% | +14.5% |
| 3M | +2.3% | -44.7% | +47.0% | +9.2% |
| 6M | -12.1% | -36.5% | +24.4% | -8.3% |
| YTD | -47.5% | -25.7% | -21.9% | -46.7% |
| 1Y | -46.9% | +18.9% | -65.8% | -49.7% |
| 3Y | -33.5% | +83.1% | -116.6% | -44.2% |
| 5Y | -41.2% | -34.9% | -6.4% | -45.7% |
| 10Y | +233.5% | +1,080.9% | -847.4% | +138.6% |
| All | +233.5% | +1,021.8% | -788.3% | +138.6% |
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