+529.6%
INTU vs IEFA
+217.0%
+312.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IEFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.1% | -3.5% | -3.5% |
| 7D | -7.1% | +0.6% | -7.7% | -7.6% |
| 30D | +1.5% | +1.0% | +0.4% | +0.4% |
| 3M | +10.7% | +4.7% | +5.9% | +5.2% |
| 6M | -23.8% | +8.6% | -32.4% | -31.3% |
| YTD | -49.3% | +14.8% | -64.1% | -57.0% |
| 1Y | -49.7% | +22.6% | -72.3% | -60.1% |
| 3Y | -38.0% | +67.0% | -105.0% | -64.8% |
| 5Y | -38.7% | +52.3% | -91.0% | -61.2% |
| 10Y | +221.3% | +147.3% | +74.0% | +29.9% |
| All | +529.6% | +217.0% | +312.5% | +106.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling