-41.2%
INTU vs IWD
+74.1%
-115.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.1% |
| 7D | -3.9% | -0.6% | -3.4% | -3.4% |
| 30D | +12.0% | +3.6% | +8.4% | +7.1% |
| 3M | +2.3% | +2.7% | -0.3% | -0.8% |
| 6M | -12.1% | +13.2% | -25.3% | -24.8% |
| YTD | -47.5% | +26.8% | -74.3% | -61.8% |
| 1Y | -46.9% | +29.3% | -76.2% | -62.4% |
| 3Y | -33.5% | +85.1% | -118.6% | -73.0% |
| 5Y | -41.2% | +74.2% | -115.4% | -72.6% |
| All | -41.2% | +74.1% | -115.3% | -72.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling