+955.3%
XBI vs INTU
+1,392.1%
-436.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.0% | +1.1% |
| 7D | +0.9% | -7.1% | +8.0% | +4.0% |
| 30D | +7.1% | +1.5% | +5.6% | +5.7% |
| 3M | +22.9% | +10.7% | +12.2% | +15.4% |
| 6M | +29.7% | -23.8% | +53.5% | +38.6% |
| YTD | +34.5% | -49.3% | +83.8% | +71.4% |
| 1Y | +76.1% | -49.7% | +125.7% | +124.2% |
| 3Y | +103.2% | -38.0% | +141.2% | +124.9% |
| 5Y | +22.8% | -38.7% | +61.6% | +31.0% |
| 10Y | +176.3% | +221.3% | -45.1% | +28.5% |
| All | +955.3% | +1,392.1% | -436.8% | +148.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling