-49.7%
INTU vs KWEB
-27.0%
-22.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.0% | -5.4% | -3.4% |
| 7D | -7.1% | -1.0% | -6.1% | -7.0% |
| 30D | +1.5% | -8.7% | +10.2% | +1.9% |
| 3M | +10.7% | -4.0% | +14.6% | +10.6% |
| 6M | -23.8% | -13.1% | -10.7% | -23.6% |
| YTD | -49.3% | -23.5% | -25.8% | -47.9% |
| 1Y | -49.7% | -27.2% | -22.5% | -47.0% |
| All | -49.7% | -27.0% | -22.6% | -47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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