+2,184.3%
INTU vs IWD
+726.5%
+1,457.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.7% | -2.7% | -2.7% |
| 7D | -7.1% | -0.3% | -6.8% | -6.8% |
| 30D | +1.5% | +0.6% | +0.9% | +1.0% |
| 3M | +10.7% | +7.2% | +3.4% | +3.6% |
| 6M | -23.8% | +16.2% | -40.0% | -34.5% |
| YTD | -49.3% | +23.3% | -72.6% | -58.9% |
| 1Y | -49.7% | +29.6% | -79.2% | -61.1% |
| 3Y | -38.0% | +70.5% | -108.5% | -63.1% |
| 5Y | -38.7% | +73.5% | -112.2% | -62.9% |
| 10Y | +221.3% | +198.3% | +23.0% | +19.9% |
| All | +2,184.3% | +726.5% | +1,457.8% | +226.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling