+67.8%
XBI vs INTU
-52.8%
+120.5%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.6% |
| 7D | -4.6% | -9.2% | +4.6% | -4.9% |
| 30D | -0.8% | -7.0% | +6.2% | -1.0% |
| 3M | +21.8% | +10.5% | +11.3% | +22.1% |
| 6M | +23.2% | -30.6% | +53.8% | +24.1% |
| YTD | +28.7% | -52.3% | +81.1% | +37.4% |
| 1Y | +67.8% | -51.8% | +119.6% | +78.6% |
| All | +67.8% | -52.8% | +120.5% | +78.6% |
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 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