+15,309.0%
INTU vs SWK
+1,245.1%
+14,063.9%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.6% | +2.1% | +0.4% |
| 7D | +7.1% | +11.3% | -4.1% | +2.8% |
| 30D | +23.0% | +28.1% | -5.1% | +12.2% |
| 3M | +8.7% | +12.6% | -3.9% | +3.7% |
| 6M | -10.1% | +51.7% | -61.8% | -24.0% |
| YTD | -45.7% | +60.0% | -105.6% | -55.8% |
| 1Y | -45.1% | +72.7% | -117.8% | -56.7% |
| 3Y | -26.9% | +46.3% | -73.2% | -42.1% |
| 5Y | -40.0% | -24.6% | -15.3% | -40.1% |
| 10Y | +265.4% | +32.2% | +233.1% | +173.7% |
| All | +15,309.0% | +1,245.1% | +14,063.9% | +5,311.8% |
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