-41.5%
INTU vs KWEB
-1.6%
-39.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.3% | +0.7% | -1.2% |
| 7D | -8.5% | -3.6% | -4.9% | -8.0% |
| 30D | -6.1% | -14.9% | +8.8% | -4.1% |
| 3M | +7.3% | -5.4% | +12.8% | +8.1% |
| 6M | -33.2% | -18.9% | -14.4% | -31.4% |
| YTD | -52.2% | -27.2% | -24.9% | -50.1% |
| 1Y | -52.7% | -34.2% | -18.5% | -49.9% |
| All | -41.5% | -1.6% | -39.9% | -42.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling