+211.1%
INTU vs EMB
+29.2%
+181.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -4.0% | -4.0% |
| 7D | -7.5% | +0.3% | -7.8% | -7.9% |
| 30D | -1.9% | -0.5% | -1.5% | -1.2% |
| 3M | +4.9% | +0.3% | +4.5% | +4.3% |
| 6M | -33.2% | +1.2% | -34.4% | -34.6% |
| YTD | -51.4% | +1.5% | -52.9% | -52.7% |
| 1Y | -52.0% | +4.8% | -56.8% | -55.3% |
| 3Y | -40.7% | +30.4% | -71.0% | -59.5% |
| 5Y | -41.7% | +7.3% | -49.0% | -47.2% |
| 10Y | +211.1% | +29.7% | +181.4% | +136.3% |
| All | +211.1% | +29.2% | +181.9% | +136.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 10y: compounded portfolio wealth divided by compounded EMB 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…
10y analysis · Full analysis span regression · 6 months rolling