+736.5%
XLK vs INTU
+230.7%
+505.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | 0.0% |
| 7D | +7.0% | -4.1% | +11.1% | +8.9% |
| 30D | -11.5% | +12.8% | -24.3% | -16.9% |
| 3M | -7.9% | +2.1% | -10.0% | -10.6% |
| 6M | -0.6% | -11.5% | +10.9% | -0.6% |
| YTD | +21.1% | -47.9% | +69.1% | +57.1% |
| 1Y | +18.8% | -47.7% | +66.5% | +53.3% |
| 3Y | +97.3% | -34.0% | +131.2% | +114.0% |
| 5Y | +115.5% | -43.5% | +159.1% | +144.7% |
| All | +736.5% | +230.7% | +505.7% | +266.0% |
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