-52.7%
INTU vs XME
+42.3%
-94.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -0.9% | -1.7% |
| 7D | -8.5% | -0.2% | -8.2% | -8.5% |
| 30D | -6.1% | +1.4% | -7.5% | -5.8% |
| 3M | +7.3% | +2.7% | +4.6% | +9.2% |
| 6M | -33.2% | +6.5% | -39.7% | -31.5% |
| YTD | -52.2% | +15.2% | -67.3% | -51.7% |
| 1Y | -52.7% | +43.5% | -96.2% | -55.4% |
| All | -52.7% | +42.3% | -94.9% | -55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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