+211.0%
INTU vs EWT
+510.6%
-299.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.7% |
| 7D | -8.5% | +2.1% | -10.6% | -9.6% |
| 30D | -6.1% | +9.4% | -15.5% | -11.3% |
| 3M | +7.3% | +10.9% | -3.5% | -2.2% |
| 6M | -33.2% | +57.9% | -91.2% | -54.1% |
| YTD | -52.2% | +75.9% | -128.1% | -70.1% |
| 1Y | -52.7% | +89.7% | -142.4% | -72.3% |
| 3Y | -41.6% | +200.9% | -242.5% | -78.1% |
| 5Y | -42.6% | +154.5% | -197.1% | -74.8% |
| 10Y | +211.0% | +520.8% | -309.7% | -31.5% |
| All | +211.0% | +510.6% | -299.6% | -31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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