+47.9%
XBI vs INTU
-46.5%
+94.4%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.5% | -0.8% | +2.8% |
| 7D | +1.0% | +8.7% | -7.7% | +1.3% |
| 30D | +1.9% | +25.9% | -24.0% | +2.7% |
| 3M | +4.8% | +10.7% | -6.0% | +5.2% |
| 6M | +19.3% | -11.6% | +30.9% | +20.2% |
| YTD | +30.6% | -45.4% | +76.0% | +38.4% |
| 1Y | +47.9% | -45.2% | +93.1% | +56.7% |
| All | +47.9% | -46.5% | +94.4% | +56.7% |
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