+14,280.4%
INTU vs SWK
+1,026.3%
+13,254.1%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +3.5% |
| 3M | +10.7% | +24.1% | -13.4% | +1.5% |
| 6M | -23.8% | +24.7% | -48.5% | -31.4% |
| YTD | -49.3% | +33.9% | -83.2% | -55.9% |
| 1Y | -49.7% | +34.7% | -84.3% | -56.6% |
| 3Y | -38.0% | +15.3% | -53.3% | -46.3% |
| 5Y | -38.7% | -39.3% | +0.5% | -33.7% |
| 10Y | +221.3% | +2.5% | +218.9% | +165.0% |
| All | +14,280.4% | +1,026.3% | +13,254.1% | +5,303.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling