+46.0%
ASML vs INTU
-46.8%
+92.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.0% | -0.1% |
| 7D | -2.9% | -1.2% | -1.6% | -3.1% |
| 30D | -15.2% | +12.4% | -27.6% | -11.8% |
| 3M | -12.9% | +2.3% | -15.2% | -11.1% |
| 6M | -5.0% | -13.3% | +8.3% | -3.4% |
| YTD | +41.8% | -47.9% | +89.7% | +31.7% |
| 1Y | +46.0% | -47.2% | +93.2% | +36.7% |
| All | +46.0% | -46.8% | +92.9% | +36.7% |
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