-40.6%
INTU vs XEL
+49.2%
-89.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.5% | -5.7% | -4.0% |
| 7D | -7.5% | +1.3% | -8.8% | -7.4% |
| 30D | -1.9% | -1.5% | -0.4% | -2.0% |
| 3M | +4.9% | -0.2% | +5.1% | +5.0% |
| 6M | -33.2% | -5.4% | -27.8% | -33.2% |
| YTD | -51.4% | +5.6% | -57.1% | -51.6% |
| 1Y | -52.0% | +10.5% | -62.4% | -52.5% |
| All | -40.6% | +49.2% | -89.7% | -43.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling