-47.7%
INTU vs EEM
+12.0%
-59.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.7% | -1.3% |
| 7D | -4.1% | +5.3% | -9.5% | -2.0% |
| 30D | +12.8% | -7.0% | +19.8% | +9.8% |
| 3M | +2.1% | -8.0% | +10.1% | -0.9% |
| 6M | -11.5% | -6.6% | -4.8% | -12.4% |
| YTD | -47.9% | +12.3% | -60.3% | -47.5% |
| 1Y | -47.7% | +12.2% | -59.8% | -47.2% |
| All | -47.7% | +12.0% | -59.7% | -47.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling