+124.1%
XBI vs INTU
+232.2%
-108.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.9% | -0.6% |
| 7D | -1.1% | +0.1% | -1.1% | -1.1% |
| 30D | +2.6% | +10.1% | -7.5% | -1.6% |
| 3M | -4.0% | -4.2% | +0.2% | -3.5% |
| 6M | +10.9% | -7.2% | +18.2% | +9.3% |
| YTD | +23.6% | -47.7% | +71.3% | +55.5% |
| 1Y | +35.1% | -46.7% | +81.8% | +68.0% |
| 3Y | +125.2% | -34.1% | +159.2% | +139.7% |
| 5Y | +19.7% | -43.3% | +63.0% | +31.3% |
| All | +124.1% | +232.2% | -108.2% | +1.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling