+148.1%
EWY vs INTU
-40.9%
+189.0%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.1% | +4.7% | +1.1% |
| 7D | +8.0% | -7.5% | +15.6% | +9.2% |
| 30D | +14.3% | -1.9% | +16.3% | +14.3% |
| 3M | +2.3% | +4.9% | -2.6% | +0.7% |
| 6M | +49.9% | -33.2% | +83.1% | +60.7% |
| YTD | +95.3% | -51.4% | +146.7% | +127.6% |
| 1Y | +161.7% | -52.0% | +213.7% | +205.3% |
| 3Y | +230.2% | -40.7% | +270.8% | +251.5% |
| 5Y | +148.1% | -41.7% | +189.9% | +143.3% |
| All | +148.1% | -40.9% | +189.0% | +143.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling