+58.3%
INTU vs XLC
+141.1%
-82.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -0.9% | -0.9% |
| 7D | -8.5% | -1.4% | -7.0% | -7.0% |
| 30D | -6.1% | -0.9% | -5.2% | -5.1% |
| 3M | +7.3% | -0.3% | +7.7% | +7.7% |
| 6M | -33.2% | -5.2% | -28.0% | -29.6% |
| YTD | -52.2% | -5.3% | -46.9% | -49.5% |
| 1Y | -52.7% | -2.8% | -49.9% | -51.5% |
| 3Y | -41.6% | +71.2% | -112.8% | -68.2% |
| 5Y | -42.6% | +37.6% | -80.2% | -60.0% |
| All | +58.3% | +141.1% | -82.8% | -42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLC.
Daily Out/Under-Performance
Portfolio return minus XLC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLC 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 XLC 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