-34.4%
INTU vs EEM
+71.8%
-106.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.7% | -0.7% |
| 7D | -4.1% | +5.3% | -9.5% | -4.4% |
| 30D | +12.8% | -7.0% | +19.8% | +13.4% |
| 3M | +2.1% | -8.0% | +10.1% | +2.6% |
| 6M | -11.5% | -6.6% | -4.8% | -11.9% |
| YTD | -47.9% | +12.3% | -60.3% | -53.0% |
| 1Y | -47.7% | +12.2% | -59.8% | -52.7% |
| All | -34.4% | +71.8% | -106.2% | -56.8% |
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