-46.7%
INTU vs XME
-2.0%
-44.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.0% | 0.0% |
| 7D | +0.1% | +0.3% | -0.3% | +0.2% |
| 30D | +10.1% | -6.1% | +16.2% | +8.5% |
| 3M | -4.2% | -18.6% | +14.4% | -8.6% |
| 6M | -7.2% | -23.9% | +16.7% | -10.5% |
| YTD | -47.7% | -9.3% | -38.3% | -50.1% |
| 1Y | -46.7% | +1.8% | -48.5% | -51.1% |
| All | -46.7% | -2.0% | -44.7% | -51.1% |
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