+453.3%
INTU vs KWEB
+24.8%
+428.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.6% | -1.5% | -3.4% |
| 7D | -7.5% | -1.3% | -6.3% | -7.2% |
| 30D | -1.9% | -11.5% | +9.6% | +1.4% |
| 3M | +4.9% | -2.9% | +7.8% | +5.5% |
| 6M | -33.2% | -14.6% | -18.6% | -30.6% |
| YTD | -51.4% | -25.5% | -25.9% | -47.6% |
| 1Y | -52.0% | -31.1% | -20.9% | -47.2% |
| 3Y | -40.7% | +3.0% | -43.7% | -44.5% |
| 5Y | -41.7% | -42.6% | +0.9% | -37.9% |
| 10Y | +211.1% | -21.1% | +232.2% | +182.1% |
| All | +453.3% | +24.8% | +428.4% | +340.4% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling