+243.1%
INTU vs SWK
+29.6%
+213.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.4% | -3.4% | -3.6% |
| 7D | +0.1% | +11.0% | -10.9% | -3.7% |
| 30D | +15.4% | +30.1% | -14.6% | +5.2% |
| 3M | +6.6% | +14.7% | -8.1% | +1.2% |
| 6M | -11.3% | +44.5% | -55.8% | -23.1% |
| YTD | -47.7% | +59.4% | -107.1% | -57.2% |
| 1Y | -47.0% | +77.5% | -124.5% | -58.5% |
| 3Y | -29.9% | +49.5% | -79.4% | -45.0% |
| 5Y | -42.2% | -24.9% | -17.3% | -40.7% |
| All | +243.1% | +29.6% | +213.5% | +149.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling