+223.4%
INTU vs SWK
+2.4%
+221.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.9% | -4.3% | -3.7% |
| 7D | -7.1% | -0.4% | -6.6% | -7.0% |
| 30D | +1.5% | -5.7% | +7.2% | +3.4% |
| 3M | +10.7% | +24.1% | -13.4% | +1.8% |
| 6M | -23.8% | +24.7% | -48.5% | -31.1% |
| YTD | -49.3% | +33.9% | -83.2% | -55.8% |
| 1Y | -49.7% | +34.7% | -84.3% | -56.5% |
| 3Y | -38.0% | +15.3% | -53.3% | -46.3% |
| 5Y | -38.7% | -39.3% | +0.5% | -32.0% |
| All | +223.4% | +2.4% | +221.0% | +150.4% |
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