+146.6%
XLK vs INTU
-42.7%
+189.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.5% |
| 7D | +2.3% | -8.5% | +10.8% | +5.4% |
| 30D | +0.8% | -6.1% | +7.0% | +2.6% |
| 3M | +4.1% | +7.3% | -3.3% | -0.4% |
| 6M | +34.8% | -33.2% | +68.0% | +52.6% |
| YTD | +30.8% | -52.2% | +83.0% | +72.0% |
| 1Y | +42.4% | -52.7% | +95.0% | +87.5% |
| 3Y | +121.8% | -41.6% | +163.4% | +153.9% |
| 5Y | +146.6% | -42.6% | +189.3% | +163.3% |
| All | +146.6% | -42.7% | +189.3% | +163.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling