-45.2%
INTU vs IWD
+33.0%
-78.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.6% | +0.9% | +2.8% |
| 7D | +8.7% | +2.5% | +6.1% | +7.9% |
| 30D | +25.9% | +6.0% | +19.9% | +24.4% |
| 3M | +10.7% | +3.8% | +7.0% | +9.7% |
| 6M | -11.6% | +16.3% | -27.9% | -10.3% |
| YTD | -45.4% | +27.5% | -72.9% | -46.6% |
| 1Y | -45.2% | +32.8% | -78.0% | -48.4% |
| All | -45.2% | +33.0% | -78.3% | -48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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