-38.4%
INTU vs ARWR
+28.5%
-66.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.2% | -3.3% |
| 7D | -7.1% | +1.7% | -8.8% | -7.3% |
| 30D | +1.5% | -0.7% | +2.1% | +1.4% |
| 3M | +10.7% | +14.9% | -4.2% | +7.8% |
| 6M | -23.8% | +32.6% | -56.5% | -27.8% |
| YTD | -49.3% | +30.0% | -79.4% | -52.0% |
| 1Y | -49.7% | +208.4% | -258.0% | -59.4% |
| 3Y | -38.0% | +208.8% | -246.8% | -54.7% |
| All | -38.4% | +28.5% | -66.9% | -47.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling