+477.2%
INTU vs KWEB
+28.2%
+448.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.0% | -5.4% | -3.9% |
| 7D | -7.1% | -1.0% | -6.1% | -6.8% |
| 30D | +1.5% | -8.7% | +10.2% | +4.0% |
| 3M | +10.7% | -4.0% | +14.6% | +11.7% |
| 6M | -23.8% | -13.1% | -10.7% | -21.3% |
| YTD | -49.3% | -23.5% | -25.8% | -45.8% |
| 1Y | -49.7% | -27.2% | -22.5% | -45.5% |
| 3Y | -38.0% | -2.1% | -35.9% | -41.0% |
| 5Y | -38.7% | -40.8% | +2.0% | -35.4% |
| 10Y | +221.3% | -17.5% | +238.8% | +187.4% |
| All | +477.2% | +28.2% | +448.9% | +355.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling