+107.5%
SOXX vs INTU
-50.8%
+158.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.8% | -1.0% | +2.5% |
| 7D | +1.4% | -3.3% | +4.7% | +0.6% |
| 30D | -3.6% | -3.9% | +0.4% | -4.2% |
| 3M | -10.2% | +16.6% | -26.8% | -6.2% |
| 6M | +54.2% | -26.4% | +80.7% | +55.0% |
| YTD | +75.2% | -51.0% | +126.2% | +84.9% |
| 1Y | +107.5% | -50.8% | +158.3% | +117.8% |
| All | +107.5% | -50.8% | +158.3% | +117.8% |
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