+129.1%
ASML vs INTU
-49.4%
+178.5%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.4% | +7.5% | +3.4% |
| 7D | +1.1% | -7.1% | +8.2% | -0.6% |
| 30D | +2.2% | +1.5% | +0.7% | +2.8% |
| 3M | -2.3% | +10.7% | -13.0% | +1.8% |
| 6M | +23.0% | -23.8% | +46.8% | +22.8% |
| YTD | +61.1% | -49.3% | +110.4% | +63.2% |
| 1Y | +129.1% | -49.7% | +178.8% | +134.1% |
| All | +129.1% | -49.4% | +178.5% | +134.1% |
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