+34.3%
XLK vs INTU
-22.6%
+56.8%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.4% | +4.1% | +0.5% |
| 7D | +0.9% | -7.1% | +7.9% | +0.3% |
| 30D | +0.7% | +1.5% | -0.7% | +0.9% |
| 3M | -2.9% | +10.7% | -13.6% | -1.5% |
| 6M | +34.3% | -23.8% | +58.1% | +34.2% |
| All | +34.3% | -22.6% | +56.8% | +34.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling