+209.1%
INTU vs XEL
+151.3%
+57.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.7% | 0.0% |
| 7D | -9.2% | -1.2% | -7.9% | -8.7% |
| 30D | -7.0% | -2.9% | -4.1% | -6.0% |
| 3M | +10.5% | -2.7% | +13.2% | +11.6% |
| 6M | -30.6% | -6.5% | -24.1% | -29.4% |
| YTD | -52.3% | +3.6% | -56.0% | -54.0% |
| 1Y | -51.8% | +7.5% | -59.3% | -54.5% |
| 3Y | -41.8% | +46.3% | -88.2% | -54.3% |
| 5Y | -42.8% | +30.5% | -73.4% | -52.6% |
| All | +209.1% | +151.3% | +57.8% | +107.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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