-45.2%
INTU vs TW
+20.8%
-66.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.0% | +2.4% | +3.0% |
| 7D | +8.7% | +6.0% | +2.7% | +5.9% |
| 30D | +25.9% | +18.6% | +7.3% | +17.2% |
| 3M | +10.7% | +26.5% | -15.8% | +0.5% |
| 6M | -11.6% | +13.1% | -24.7% | -16.2% |
| YTD | -45.4% | +18.5% | -63.9% | -48.2% |
| 1Y | -45.2% | +21.7% | -67.0% | -48.0% |
| All | -45.2% | +20.8% | -66.0% | -48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 1y: compounded portfolio wealth divided by compounded TW 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…
1y analysis · Full analysis span regression · 6 months rolling