+874.1%
XBI vs INTU
+1,432.7%
-558.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.5% | -3.0% |
| 7D | +1.9% | -4.1% | +6.0% | +3.6% |
| 30D | +3.0% | +12.8% | -9.8% | -2.6% |
| 3M | -5.1% | +2.1% | -7.2% | -7.4% |
| 6M | +12.2% | -11.5% | +23.7% | +12.5% |
| YTD | +24.1% | -47.9% | +72.1% | +54.9% |
| 1Y | +33.1% | -47.7% | +80.7% | +65.4% |
| 3Y | +127.3% | -34.0% | +161.2% | +142.6% |
| 5Y | +20.2% | -43.5% | +63.8% | +33.0% |
| 10Y | +131.6% | +231.1% | -99.5% | +5.3% |
| All | +874.1% | +1,432.7% | -558.6% | +124.7% |
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