-45.2%
INTU vs SWK
+87.6%
-132.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +13.1% | -9.6% | +3.6% |
| 7D | +8.7% | +17.9% | -9.2% | +9.1% |
| 30D | +25.9% | +31.9% | -6.1% | +27.5% |
| 3M | +10.7% | +16.6% | -5.8% | +10.8% |
| 6M | -11.6% | +61.1% | -72.7% | -7.2% |
| YTD | -45.4% | +64.2% | -109.6% | -43.2% |
| 1Y | -45.2% | +85.2% | -130.4% | -44.0% |
| All | -45.2% | +87.6% | -132.9% | -44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 1y: compounded portfolio wealth divided by compounded SWK 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…
1y analysis · Full analysis span regression · 6 months rolling