+243.1%
INTU vs SWKS
+33.1%
+210.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.2% | -5.0% | -4.2% |
| 7D | +0.1% | -6.2% | +6.3% | +2.3% |
| 30D | +15.4% | -1.5% | +16.9% | +15.6% |
| 3M | +6.6% | +23.0% | -16.4% | -4.0% |
| 6M | -11.3% | +27.6% | -38.9% | -23.6% |
| YTD | -47.7% | +32.3% | -80.0% | -56.6% |
| 1Y | -47.0% | +20.1% | -67.1% | -54.2% |
| 3Y | -29.9% | +0.6% | -30.6% | -40.2% |
| 5Y | -42.2% | -42.3% | +0.1% | -36.8% |
| All | +243.1% | +33.1% | +210.0% | +157.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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