+14,738.3%
INTU vs XEL
+1,451.5%
+13,286.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | +0.1% | +2.4% | -2.4% | -0.6% |
| 30D | +10.1% | +8.3% | +1.8% | +7.7% |
| 3M | -4.2% | +4.2% | -8.3% | -5.3% |
| 6M | -7.2% | +3.7% | -11.0% | -8.5% |
| YTD | -47.7% | +13.1% | -60.7% | -50.0% |
| 1Y | -46.7% | +5.0% | -51.7% | -48.0% |
| 3Y | -34.1% | +55.0% | -89.0% | -43.3% |
| 5Y | -43.3% | +51.8% | -95.1% | -51.1% |
| 10Y | +232.6% | +185.6% | +47.0% | +145.7% |
| All | +14,738.3% | +1,451.5% | +13,286.8% | +6,781.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling