+2,184.3%
INTU vs IWF
+727.1%
+1,457.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.4% | -3.4% |
| 7D | -7.1% | +0.5% | -7.6% | -7.6% |
| 30D | +1.5% | -0.4% | +1.8% | +1.7% |
| 3M | +10.7% | -2.6% | +13.3% | +12.1% |
| 6M | -23.8% | +9.1% | -33.0% | -32.1% |
| YTD | -49.3% | +4.5% | -53.8% | -52.5% |
| 1Y | -49.7% | +10.1% | -59.7% | -55.6% |
| 3Y | -38.0% | +77.6% | -115.7% | -68.1% |
| 5Y | -38.7% | +73.7% | -112.5% | -66.4% |
| 10Y | +221.3% | +411.5% | -190.2% | -40.2% |
| All | +2,184.3% | +727.1% | +1,457.3% | +178.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling