-45.2%
INTU vs IEMG
+13.6%
-58.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEMG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.9% | +2.6% | +3.8% |
| 7D | +8.7% | -3.1% | +11.8% | +7.2% |
| 30D | +25.9% | -10.3% | +36.2% | +20.7% |
| 3M | +10.7% | -6.6% | +17.3% | +8.0% |
| 6M | -11.6% | -3.9% | -7.7% | -12.2% |
| YTD | -45.4% | +12.4% | -57.8% | -45.3% |
| 1Y | -45.2% | +13.9% | -59.1% | -45.5% |
| All | -45.2% | +13.6% | -58.8% | -45.5% |
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