-42.6%
INTU vs XEL
+29.4%
-72.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.4% |
| 7D | -8.5% | +0.9% | -9.4% | -8.6% |
| 30D | -6.1% | -0.9% | -5.2% | -6.0% |
| 3M | +7.3% | -1.4% | +8.8% | +7.6% |
| 6M | -33.2% | -5.8% | -27.4% | -32.7% |
| YTD | -52.2% | +4.7% | -56.9% | -53.2% |
| 1Y | -52.7% | +9.1% | -61.7% | -54.5% |
| 3Y | -41.6% | +47.8% | -89.5% | -50.3% |
| 5Y | -42.6% | +29.0% | -71.7% | -47.8% |
| All | -42.6% | +29.4% | -72.1% | -47.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling