+14,280.4%
INTU vs XEL
+1,328.0%
+12,952.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.8% | -2.6% | -3.1% |
| 7D | -7.1% | -1.0% | -6.1% | -6.8% |
| 30D | +1.5% | -1.9% | +3.4% | +1.9% |
| 3M | +10.7% | -1.9% | +12.6% | +11.1% |
| 6M | -23.8% | -7.4% | -16.4% | -22.7% |
| YTD | -49.3% | +4.1% | -53.4% | -50.4% |
| 1Y | -49.7% | +8.0% | -57.7% | -51.4% |
| 3Y | -38.0% | +48.4% | -86.4% | -46.2% |
| 5Y | -38.7% | +27.2% | -66.0% | -44.5% |
| 10Y | +221.3% | +146.8% | +74.5% | +146.3% |
| All | +14,280.4% | +1,328.0% | +12,952.4% | +6,722.1% |
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 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