-49.7%
INTU vs CDW
-5.0%
-44.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.0% | -2.4% | -3.0% |
| 7D | -7.1% | +3.2% | -10.3% | -8.0% |
| 30D | +1.5% | +9.3% | -7.8% | -1.6% |
| 3M | +10.7% | +9.8% | +0.9% | +6.3% |
| 6M | -23.8% | +23.3% | -47.2% | -30.5% |
| YTD | -49.3% | +13.7% | -63.0% | -52.6% |
| 1Y | -49.7% | -6.5% | -43.2% | -51.4% |
| All | -49.7% | -5.0% | -44.6% | -51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 1y: compounded portfolio wealth divided by compounded CDW 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…
1y analysis · Full analysis span regression · 6 months rolling