+20.8%
XBI vs INTU
-42.7%
+63.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | 0.0% | -1.1% |
| 7D | -3.6% | -8.5% | +4.8% | -1.0% |
| 30D | +0.9% | -6.1% | +7.0% | +2.4% |
| 3M | +21.4% | +7.3% | +14.1% | +17.2% |
| 6M | +25.5% | -33.2% | +58.7% | +40.1% |
| YTD | +30.8% | -52.2% | +83.0% | +66.5% |
| 1Y | +68.6% | -52.7% | +121.3% | +114.8% |
| 3Y | +103.9% | -41.6% | +145.5% | +125.2% |
| 5Y | +20.8% | -42.6% | +63.4% | +23.3% |
| All | +20.8% | -42.7% | +63.5% | +23.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling