+46.6%
XLE vs INTU
-47.4%
+94.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.5% |
| 7D | +4.4% | -4.1% | +8.5% | +4.4% |
| 30D | -4.3% | +12.8% | -17.1% | -4.6% |
| 3M | +6.0% | +2.1% | +3.9% | +5.9% |
| 6M | +13.2% | -11.5% | +24.7% | +13.0% |
| YTD | +46.7% | -47.9% | +94.7% | +39.7% |
| 1Y | +46.6% | -47.7% | +94.3% | +39.4% |
| All | +46.6% | -47.4% | +94.0% | +39.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling