-52.7%
INTU vs TW
-13.2%
-39.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.5% |
| 7D | -8.5% | -0.5% | -7.9% | -8.3% |
| 30D | -6.1% | -0.6% | -5.5% | -5.9% |
| 3M | +7.3% | +3.4% | +3.9% | +6.5% |
| 6M | -33.2% | -18.4% | -14.8% | -29.0% |
| YTD | -52.2% | -3.9% | -48.3% | -50.7% |
| 1Y | -52.7% | -13.3% | -39.3% | -50.9% |
| All | -52.7% | -13.2% | -39.4% | -50.9% |
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