+24.5%
XBI vs INTU
-41.3%
+65.8%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.6% |
| 7D | -1.8% | -3.9% | +2.2% | -0.6% |
| 30D | +3.2% | +12.0% | -8.7% | -0.5% |
| 3M | -1.1% | +2.3% | -3.4% | -2.7% |
| 6M | +16.1% | -12.1% | +28.2% | +17.7% |
| YTD | +28.3% | -47.5% | +75.9% | +58.4% |
| 1Y | +37.7% | -46.9% | +84.6% | +68.7% |
| 3Y | +134.9% | -33.5% | +168.4% | +146.5% |
| 5Y | +24.5% | -41.2% | +65.8% | +25.0% |
| All | +24.5% | -41.3% | +65.8% | +25.0% |
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