-42.6%
INTU vs EEM
+47.0%
-89.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.3% |
| 7D | -8.5% | +2.0% | -10.4% | -9.4% |
| 30D | -6.1% | +5.1% | -11.2% | -8.8% |
| 3M | +7.3% | +4.6% | +2.8% | +2.8% |
| 6M | -33.2% | +17.8% | -51.0% | -42.6% |
| YTD | -52.2% | +25.8% | -78.0% | -61.8% |
| 1Y | -52.7% | +36.4% | -89.1% | -65.0% |
| 3Y | -41.6% | +90.0% | -131.6% | -69.7% |
| 5Y | -42.6% | +46.6% | -89.2% | -61.6% |
| All | -42.6% | +47.0% | -89.7% | -61.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling