+243.1%
INTU vs IWD
+207.5%
+35.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.4% | -3.4% | -3.4% |
| 7D | +0.1% | -0.5% | +0.6% | +0.6% |
| 30D | +15.4% | +2.7% | +12.8% | +12.2% |
| 3M | +6.6% | +0.9% | +5.7% | +5.8% |
| 6M | -11.3% | +10.5% | -21.9% | -20.8% |
| YTD | -47.7% | +23.7% | -71.4% | -59.2% |
| 1Y | -47.0% | +28.7% | -75.7% | -60.4% |
| 3Y | -29.9% | +79.7% | -109.6% | -64.5% |
| 5Y | -42.2% | +69.7% | -111.9% | -67.8% |
| All | +243.1% | +207.5% | +35.6% | +17.8% |
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