-40.7%
INTU vs EEM
+90.8%
-131.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.2% | -4.3% | -4.2% |
| 7D | -7.5% | +3.1% | -10.6% | -7.9% |
| 30D | -1.9% | +4.9% | -6.8% | -2.7% |
| 3M | +4.9% | +5.2% | -0.4% | +3.4% |
| 6M | -33.2% | +20.7% | -53.9% | -38.4% |
| YTD | -51.4% | +26.5% | -77.9% | -56.9% |
| 1Y | -52.0% | +37.8% | -89.8% | -59.9% |
| 3Y | -40.7% | +91.0% | -131.7% | -62.4% |
| All | -40.7% | +90.8% | -131.5% | -62.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling