+237.9%
INTU vs IWD
+203.8%
+34.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.6% | +0.6% |
| 7D | -1.2% | +1.6% | -2.8% | -3.0% |
| 30D | +12.4% | +3.6% | +8.9% | +8.2% |
| 3M | +2.3% | +2.0% | +0.2% | +0.2% |
| 6M | -13.3% | +13.1% | -26.4% | -24.4% |
| YTD | -47.9% | +26.2% | -74.1% | -60.2% |
| 1Y | -47.2% | +29.6% | -76.7% | -60.8% |
| 3Y | -33.9% | +84.3% | -118.2% | -67.4% |
| 5Y | -41.3% | +73.4% | -114.8% | -68.1% |
| 10Y | +237.9% | +202.5% | +35.4% | +11.8% |
| All | +237.9% | +203.8% | +34.1% | +11.8% |
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