+217.8%
INTU vs KWEB
-19.7%
+237.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.7% | +2.2% | +2.6% |
| 7D | -3.3% | -5.6% | +2.2% | -1.7% |
| 30D | -3.9% | -10.7% | +6.7% | -0.8% |
| 3M | +16.6% | -7.4% | +24.1% | +19.0% |
| 6M | -26.4% | -19.3% | -7.1% | -22.3% |
| YTD | -51.0% | -27.8% | -23.2% | -46.7% |
| 1Y | -50.8% | -35.9% | -14.8% | -44.6% |
| 3Y | -40.1% | -1.9% | -38.1% | -43.2% |
| 5Y | -41.2% | -43.2% | +2.0% | -36.1% |
| All | +217.8% | -19.7% | +237.5% | +186.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling