+237.9%
INTU vs SWKS
+31.8%
+206.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -1.2% | -3.1% | +1.9% | -0.2% |
| 30D | +12.4% | +8.3% | +4.1% | +8.9% |
| 3M | +2.3% | +20.2% | -18.0% | -6.9% |
| 6M | -13.3% | +24.9% | -38.2% | -24.7% |
| YTD | -47.9% | +33.2% | -81.0% | -56.9% |
| 1Y | -47.2% | +23.6% | -70.7% | -54.9% |
| 3Y | -33.9% | +1.3% | -35.2% | -43.7% |
| 5Y | -41.3% | -40.6% | -0.8% | -36.7% |
| 10Y | +237.9% | +35.3% | +202.6% | +152.1% |
| All | +237.9% | +31.8% | +206.0% | +152.1% |
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