+65.1%
XLE vs INTU
-33.0%
+98.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.6% |
| 7D | -7.9% | -3.9% | -4.0% | -7.7% |
| 30D | -4.8% | +11.7% | -16.5% | -5.8% |
| 3M | +8.4% | +4.5% | +3.9% | +7.7% |
| 6M | +12.7% | -13.9% | +26.5% | +13.4% |
| YTD | +41.3% | -48.2% | +89.5% | +50.6% |
| 1Y | +42.3% | -47.1% | +89.4% | +51.0% |
| 3Y | +65.1% | -32.5% | +97.6% | +63.1% |
| All | +65.1% | -33.0% | +98.1% | +63.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling