+2,557.3%
SOXX vs INTU
+1,841.1%
+716.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.1% | +5.8% | +3.7% |
| 7D | +5.6% | -7.5% | +13.2% | +9.6% |
| 30D | -2.7% | -1.9% | -0.8% | -2.8% |
| 3M | -7.5% | +4.9% | -12.3% | -13.0% |
| 6M | +63.5% | -33.2% | +96.7% | +84.9% |
| YTD | +75.7% | -51.4% | +127.1% | +130.9% |
| 1Y | +113.3% | -52.0% | +165.3% | +181.1% |
| 3Y | +227.4% | -40.7% | +268.1% | +275.4% |
| 5Y | +256.2% | -41.7% | +297.9% | +299.8% |
| 10Y | +1,512.5% | +211.1% | +1,301.3% | +638.6% |
| All | +2,557.3% | +1,841.1% | +716.2% | +386.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling