+211.0%
INTU vs XHB
+202.9%
+8.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -0.7% |
| 7D | -8.5% | -1.9% | -6.5% | -7.4% |
| 30D | -6.1% | -8.3% | +2.2% | -1.4% |
| 3M | +7.3% | -7.1% | +14.5% | +11.0% |
| 6M | -33.2% | -5.3% | -28.0% | -32.9% |
| YTD | -52.2% | -3.2% | -49.0% | -53.2% |
| 1Y | -52.7% | -13.9% | -38.8% | -50.3% |
| 3Y | -41.6% | +24.9% | -66.5% | -55.1% |
| 5Y | -42.6% | +34.5% | -77.2% | -58.5% |
| 10Y | +211.0% | +215.5% | -4.4% | +22.4% |
| All | +211.0% | +202.9% | +8.1% | +22.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling