+217.8%
INTU vs EEM
+133.3%
+84.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.3% | +1.6% | +1.9% |
| 7D | -3.3% | -1.3% | -2.1% | -2.5% |
| 30D | -3.9% | +2.1% | -6.0% | -5.6% |
| 3M | +16.6% | +1.0% | +15.6% | +13.5% |
| 6M | -26.4% | +15.9% | -42.4% | -37.3% |
| YTD | -51.0% | +24.6% | -75.6% | -61.2% |
| 1Y | -50.8% | +32.3% | -83.0% | -63.1% |
| 3Y | -40.1% | +85.9% | -126.0% | -67.2% |
| 5Y | -41.2% | +45.4% | -86.6% | -60.0% |
| All | +217.8% | +133.3% | +84.5% | +59.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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