+113.9%
SOXX vs INTU
-49.4%
+163.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.4% | +6.9% | +2.7% |
| 7D | +2.2% | -7.1% | +9.3% | +0.5% |
| 30D | -2.0% | +1.5% | -3.5% | -1.4% |
| 3M | -13.7% | +10.7% | -24.4% | -10.0% |
| 6M | +52.4% | -23.8% | +76.2% | +54.0% |
| YTD | +72.8% | -49.3% | +122.1% | +83.2% |
| 1Y | +113.9% | -49.7% | +163.6% | +125.9% |
| All | +113.9% | -49.4% | +163.3% | +125.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 INTU 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