+12,075.4%
INTU vs ARWR
-97.0%
+12,172.5%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.2% | -3.4% |
| 7D | -7.1% | +1.7% | -8.8% | -7.1% |
| 30D | +1.5% | -0.7% | +2.1% | +1.5% |
| 3M | +10.7% | +14.9% | -4.2% | +10.6% |
| 6M | -23.8% | +32.6% | -56.5% | -24.0% |
| YTD | -49.3% | +30.0% | -79.4% | -49.4% |
| 1Y | -49.7% | +208.4% | -258.0% | -50.0% |
| 3Y | -38.0% | +208.8% | -246.8% | -38.5% |
| 5Y | -38.7% | +27.8% | -66.6% | -39.1% |
| 10Y | +221.3% | +1,107.6% | -886.2% | +217.5% |
| All | +12,075.4% | -97.0% | +12,172.5% | +15,538.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling