+235.3%
INTU vs SWK
+32.9%
+202.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.8% | -3.8% | -1.9% |
| 7D | -3.9% | +10.7% | -14.6% | -7.5% |
| 30D | +11.7% | +33.3% | -21.6% | +0.9% |
| 3M | +4.5% | +14.7% | -10.2% | -0.8% |
| 6M | -13.9% | +48.5% | -62.4% | -26.0% |
| YTD | -48.2% | +63.9% | -112.1% | -58.0% |
| 1Y | -47.1% | +80.4% | -127.5% | -58.8% |
| 3Y | -32.5% | +58.1% | -90.6% | -48.2% |
| 5Y | -42.6% | -24.5% | -18.1% | -41.1% |
| 10Y | +235.3% | +29.5% | +205.8% | +143.2% |
| All | +235.3% | +32.9% | +202.4% | +143.2% |
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