-43.5%
INTU vs XEL
+50.9%
-94.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.8% |
| 7D | -4.1% | +1.4% | -5.5% | -4.4% |
| 30D | +12.8% | +9.2% | +3.7% | +11.1% |
| 3M | +2.1% | +4.5% | -2.4% | +1.2% |
| 6M | -11.5% | +3.6% | -15.1% | -12.2% |
| YTD | -47.9% | +12.9% | -60.8% | -49.8% |
| 1Y | -47.7% | +4.1% | -51.8% | -48.4% |
| 3Y | -34.0% | +52.3% | -86.3% | -43.5% |
| 5Y | -43.5% | +51.6% | -95.1% | -52.4% |
| All | -43.5% | +50.9% | -94.4% | -52.4% |
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