-45.2%
INTU vs EWZ
+7.8%
-53.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.6% | +1.8% | +3.7% |
| 7D | +8.7% | -4.1% | +12.7% | +7.9% |
| 30D | +25.9% | -25.0% | +50.8% | +20.2% |
| 3M | +10.7% | -10.6% | +21.4% | +11.3% |
| 6M | -11.6% | -16.6% | +5.0% | -12.4% |
| YTD | -45.4% | +2.5% | -47.9% | -44.5% |
| 1Y | -45.2% | +8.1% | -53.3% | -45.1% |
| All | -45.2% | +7.8% | -53.0% | -45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 1y: compounded portfolio wealth divided by compounded EWZ 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…
1y analysis · Full analysis span regression · 6 months rolling