+18.8%
XLK vs INTU
-47.4%
+66.2%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.4% |
| 7D | +7.0% | -4.1% | +11.1% | +6.8% |
| 30D | -11.5% | +12.8% | -24.3% | -11.2% |
| 3M | -7.9% | +2.1% | -10.0% | -7.7% |
| 6M | -0.6% | -11.5% | +10.9% | +0.9% |
| YTD | +21.1% | -47.9% | +69.1% | +32.2% |
| 1Y | +18.8% | -47.7% | +66.5% | +29.8% |
| All | +18.8% | -47.4% | +66.2% | +29.8% |
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