+235.3%
INTU vs IWD
+212.1%
+23.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.0% | -3.0% | -3.1% |
| 7D | -3.9% | +1.3% | -5.2% | -5.3% |
| 30D | +11.7% | +3.6% | +8.1% | +7.5% |
| 3M | +4.5% | +2.3% | +2.1% | +2.0% |
| 6M | -13.9% | +13.0% | -26.9% | -24.9% |
| YTD | -48.2% | +26.2% | -74.4% | -60.4% |
| 1Y | -47.1% | +30.5% | -77.6% | -61.1% |
| 3Y | -32.5% | +86.2% | -118.7% | -67.1% |
| 5Y | -42.6% | +72.9% | -115.4% | -68.7% |
| 10Y | +235.3% | +205.0% | +30.3% | +11.5% |
| All | +235.3% | +212.1% | +23.2% | +11.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling