+103.5%
XBI vs INTU
-41.7%
+145.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | 0.0% | -1.4% |
| 7D | -3.6% | -8.5% | +4.8% | -2.6% |
| 30D | +0.9% | -6.1% | +7.0% | +1.4% |
| 3M | +21.4% | +7.3% | +14.1% | +19.8% |
| 6M | +25.5% | -33.2% | +58.7% | +33.6% |
| YTD | +30.8% | -52.2% | +83.0% | +52.9% |
| 1Y | +68.6% | -52.7% | +121.3% | +97.2% |
| All | +103.5% | -41.7% | +145.1% | +108.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling