-49.7%
INTU vs IEMG
+38.7%
-88.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEMG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.7% | -5.0% | -2.8% |
| 7D | -7.1% | +2.2% | -9.3% | -6.4% |
| 30D | +1.5% | +4.6% | -3.2% | +3.0% |
| 3M | +10.7% | +0.4% | +10.3% | +12.3% |
| 6M | -23.8% | +16.4% | -40.2% | -21.1% |
| YTD | -49.3% | +25.4% | -74.7% | -48.4% |
| 1Y | -49.7% | +38.3% | -87.9% | -48.6% |
| All | -49.7% | +38.7% | -88.4% | -48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IEMG.
Daily Out/Under-Performance
Portfolio return minus IEMG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEMG 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 IEMG 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