+719.7%
XLK vs INTU
+232.2%
+487.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.4% | -2.5% | -2.2% |
| 7D | +3.4% | +0.1% | +3.3% | +3.3% |
| 30D | -10.6% | +10.1% | -20.7% | -15.1% |
| 3M | -10.6% | -4.2% | -6.5% | -10.5% |
| 6M | -3.5% | -7.2% | +3.7% | -5.7% |
| YTD | +18.7% | -47.7% | +66.4% | +53.6% |
| 1Y | +19.4% | -46.7% | +66.1% | +52.5% |
| 3Y | +94.5% | -34.1% | +128.5% | +111.3% |
| 5Y | +111.2% | -43.3% | +154.5% | +139.3% |
| All | +719.7% | +232.2% | +487.4% | +257.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling