+308.8%
EWY vs INTU
+209.2%
+99.7%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.0% | +0.9% |
| 7D | +6.7% | -8.5% | +15.1% | +9.1% |
| 30D | +17.0% | -6.1% | +23.1% | +18.4% |
| 3M | +3.7% | +7.3% | -3.7% | -0.4% |
| 6M | +42.5% | -33.2% | +75.7% | +55.7% |
| YTD | +96.2% | -52.2% | +148.4% | +138.8% |
| 1Y | +160.4% | -52.7% | +213.0% | +217.2% |
| 3Y | +231.7% | -41.6% | +273.3% | +260.6% |
| 5Y | +153.3% | -42.6% | +195.9% | +163.7% |
| 10Y | +308.8% | +211.0% | +97.8% | +102.8% |
| All | +308.8% | +209.2% | +99.7% | +102.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 INTU 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