+236.7%
INTU vs IWD
+203.0%
+33.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.2% |
| 7D | +0.1% | +2.3% | -2.2% | -2.4% |
| 30D | +10.1% | +3.6% | +6.5% | +5.9% |
| 3M | -4.2% | +2.2% | -6.3% | -6.3% |
| 6M | -7.2% | +13.0% | -20.2% | -19.0% |
| YTD | -47.7% | +26.5% | -74.2% | -60.2% |
| 1Y | -46.7% | +30.1% | -76.8% | -60.7% |
| 3Y | -34.1% | +84.9% | -118.9% | -67.6% |
| 5Y | -43.3% | +73.4% | -116.6% | -69.2% |
| All | +236.7% | +203.0% | +33.7% | +6.5% |
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