+233.5%
INTU vs IWF
+392.3%
-158.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.3% | -1.6% | -1.8% |
| 7D | -3.9% | -1.1% | -2.8% | -3.4% |
| 30D | +12.0% | -8.3% | +20.2% | +21.3% |
| 3M | +2.3% | -5.6% | +7.9% | +6.9% |
| 6M | -12.1% | -5.4% | -6.7% | -9.7% |
| YTD | -47.5% | -1.2% | -46.4% | -49.0% |
| 1Y | -46.9% | -2.6% | -44.2% | -47.5% |
| 3Y | -33.5% | +67.8% | -101.2% | -67.2% |
| 5Y | -41.2% | +60.1% | -101.3% | -68.5% |
| 10Y | +233.5% | +392.2% | -158.7% | -49.4% |
| All | +233.5% | +392.3% | -158.8% | -49.4% |
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