+1,798.6%
INTU vs EEM
+860.9%
+937.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.8% | -5.2% | -4.3% |
| 7D | -7.1% | +2.3% | -9.4% | -8.2% |
| 30D | +1.5% | +4.5% | -3.1% | -1.1% |
| 3M | +10.7% | -0.1% | +10.7% | +8.9% |
| 6M | -23.8% | +16.9% | -40.8% | -32.1% |
| YTD | -49.3% | +26.2% | -75.5% | -56.9% |
| 1Y | -49.7% | +40.5% | -90.2% | -59.7% |
| 3Y | -38.0% | +86.2% | -124.2% | -57.7% |
| 5Y | -38.7% | +45.5% | -84.2% | -51.7% |
| 10Y | +221.3% | +128.6% | +92.7% | +103.3% |
| All | +1,798.6% | +860.9% | +937.7% | +332.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling