+209.1%
INTU vs XYZ
+609.1%
-400.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.2% |
| 7D | -9.2% | -5.2% | -4.0% | -7.5% |
| 30D | -7.0% | 0.0% | -7.0% | -7.1% |
| 3M | +10.5% | +18.7% | -8.1% | +4.2% |
| 6M | -30.6% | +20.5% | -51.1% | -34.9% |
| YTD | -52.3% | +21.5% | -73.8% | -55.6% |
| 1Y | -51.8% | +7.2% | -59.0% | -53.7% |
| 3Y | -41.8% | +49.0% | -90.8% | -53.6% |
| 5Y | -42.8% | -68.1% | +25.3% | -32.0% |
| All | +209.1% | +609.1% | -400.1% | +71.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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