+217.8%
INTU vs IEFA
+148.3%
+69.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IEFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.0% | +1.8% | +1.8% |
| 7D | -3.3% | -1.6% | -1.8% | -1.8% |
| 30D | -3.9% | -1.5% | -2.4% | -2.5% |
| 3M | +16.6% | +3.4% | +13.2% | +12.1% |
| 6M | -26.4% | +9.5% | -35.9% | -34.7% |
| YTD | -51.0% | +13.0% | -64.0% | -58.4% |
| 1Y | -50.8% | +18.0% | -68.8% | -60.2% |
| 3Y | -40.1% | +65.4% | -105.4% | -67.6% |
| 5Y | -41.2% | +51.6% | -92.8% | -64.4% |
| All | +217.8% | +148.3% | +69.4% | +19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IEFA.
Daily Out/Under-Performance
Portfolio return minus IEFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEFA 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 IEFA 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