+209.1%
INTU vs EME
+1,301.6%
-1,092.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.2% |
| 7D | -9.2% | +0.9% | -10.1% | -9.4% |
| 30D | -7.0% | -8.4% | +1.4% | -5.2% |
| 3M | +10.5% | -3.6% | +14.1% | +9.3% |
| 6M | -30.6% | +3.6% | -34.1% | -33.8% |
| YTD | -52.3% | +22.5% | -74.9% | -57.7% |
| 1Y | -51.8% | +18.2% | -70.0% | -57.4% |
| 3Y | -41.8% | +238.4% | -280.2% | -67.7% |
| 5Y | -42.8% | +550.5% | -593.3% | -76.0% |
| All | +209.1% | +1,301.6% | -1,092.5% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded EME 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling