+209.1%
INTU vs XLI
+256.6%
-47.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | +0.2% |
| 7D | -9.2% | -2.3% | -6.9% | -7.4% |
| 30D | -7.0% | -8.2% | +1.1% | -0.4% |
| 3M | +10.5% | +0.8% | +9.8% | +8.4% |
| 6M | -30.6% | +0.8% | -31.4% | -33.1% |
| YTD | -52.3% | +10.5% | -62.9% | -58.2% |
| 1Y | -51.8% | +14.1% | -65.9% | -59.0% |
| 3Y | -41.8% | +68.6% | -110.4% | -65.9% |
| 5Y | -42.8% | +80.4% | -123.2% | -67.9% |
| All | +209.1% | +256.6% | -47.5% | -3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded XLI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling