+37.3%
INTU vs TW
+298.0%
-260.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -1.1% |
| 7D | -4.1% | +3.2% | -7.3% | -5.5% |
| 30D | +12.8% | +19.7% | -6.8% | +4.0% |
| 3M | +2.1% | +26.8% | -24.7% | -8.4% |
| 6M | -11.5% | +20.9% | -32.3% | -19.1% |
| YTD | -47.9% | +22.9% | -70.8% | -53.1% |
| 1Y | -47.7% | +20.4% | -68.0% | -52.4% |
| 3Y | -34.0% | +42.9% | -76.8% | -46.7% |
| 5Y | -43.5% | +40.2% | -83.8% | -55.6% |
| All | +37.3% | +298.0% | -260.7% | -24.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling