+223.4%
INTU vs SWKS
+23.7%
+199.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +3.5% | -6.9% | -4.7% |
| 7D | -7.1% | +12.5% | -19.6% | -11.4% |
| 30D | +1.5% | +10.5% | -9.0% | -2.7% |
| 3M | +10.7% | -7.4% | +18.1% | +12.1% |
| 6M | -23.8% | +32.7% | -56.5% | -35.2% |
| YTD | -49.3% | +19.2% | -68.5% | -55.3% |
| 1Y | -49.7% | +2.4% | -52.0% | -53.0% |
| 3Y | -38.0% | -25.6% | -12.4% | -38.0% |
| 5Y | -38.7% | -53.4% | +14.7% | -25.6% |
| All | +223.4% | +23.7% | +199.6% | +150.0% |
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