+236.7%
INTU vs XLI
+225.1%
+11.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.8% |
| 7D | +0.1% | +3.8% | -3.7% | -3.0% |
| 30D | +10.1% | +1.0% | +9.0% | +8.7% |
| 3M | -4.2% | -8.9% | +4.7% | +2.7% |
| 6M | -7.2% | -2.3% | -4.9% | -7.5% |
| YTD | -47.7% | +9.7% | -57.4% | -54.1% |
| 1Y | -46.7% | +12.3% | -59.0% | -54.3% |
| 3Y | -34.1% | +71.5% | -105.5% | -62.3% |
| 5Y | -43.3% | +70.2% | -113.5% | -66.8% |
| All | +236.7% | +225.1% | +11.7% | +15.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling