-47.0%
INTU vs SWK
+71.2%
-118.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.4% | -3.4% | -3.8% |
| 7D | +0.1% | +11.0% | -10.9% | +0.3% |
| 30D | +15.4% | +30.1% | -14.6% | +17.0% |
| 3M | +6.6% | +14.7% | -8.1% | +6.7% |
| 6M | -11.3% | +44.5% | -55.8% | -7.9% |
| YTD | -47.7% | +59.4% | -107.1% | -45.8% |
| 1Y | -47.0% | +77.5% | -124.5% | -46.1% |
| All | -47.0% | +71.2% | -118.2% | -46.1% |
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