+14,671.9%
INTU vs XEL
+1,449.4%
+13,222.5%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.9% |
| 7D | -4.1% | +1.4% | -5.5% | -4.5% |
| 30D | +12.8% | +9.2% | +3.7% | +10.2% |
| 3M | +2.1% | +4.5% | -2.4% | +0.8% |
| 6M | -11.5% | +3.6% | -15.1% | -12.6% |
| YTD | -47.9% | +12.9% | -60.8% | -50.2% |
| 1Y | -47.7% | +4.1% | -51.8% | -48.8% |
| 3Y | -34.0% | +52.3% | -86.3% | -42.9% |
| 5Y | -43.5% | +51.6% | -95.1% | -51.3% |
| 10Y | +231.1% | +185.2% | +45.9% | +144.7% |
| All | +14,671.9% | +1,449.4% | +13,222.5% | +6,752.9% |
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