-45.2%
INTU vs XHB
+5.8%
-51.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.4% | -2.0% | +3.7% |
| 7D | +8.7% | +9.7% | -1.1% | +9.3% |
| 30D | +25.9% | +11.7% | +14.2% | +26.5% |
| 3M | +10.7% | -1.4% | +12.1% | +8.8% |
| 6M | -11.6% | +6.8% | -18.4% | -10.7% |
| YTD | -45.4% | +5.5% | -50.9% | -46.3% |
| 1Y | -45.2% | +5.1% | -50.4% | -46.4% |
| All | -45.2% | +5.8% | -51.0% | -46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 1y: compounded portfolio wealth divided by compounded XHB 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…
1y analysis · Full analysis span regression · 6 months rolling