+209.1%
INTU vs IWF
+418.7%
-209.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.6% | +0.7% |
| 7D | -9.2% | -1.7% | -7.4% | -7.4% |
| 30D | -7.0% | -1.8% | -5.2% | -5.2% |
| 3M | +10.5% | +1.5% | +9.1% | +6.9% |
| 6M | -30.6% | +7.7% | -38.3% | -37.7% |
| YTD | -52.3% | +2.7% | -55.1% | -54.7% |
| 1Y | -51.8% | +6.8% | -58.6% | -56.5% |
| 3Y | -41.8% | +76.9% | -118.7% | -72.5% |
| 5Y | -42.8% | +73.4% | -116.2% | -71.5% |
| All | +209.1% | +418.7% | -209.6% | -55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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