+117.9%
ASML vs INTU
-27.0%
+144.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.5% | -8.8% | -9.3% |
| 7D | -19.0% | +7.1% | -26.2% | -19.2% |
| 30D | -25.9% | +23.0% | -48.9% | -26.7% |
| 3M | -19.1% | +8.7% | -27.8% | -19.5% |
| 6M | -5.7% | -10.1% | +4.4% | -3.3% |
| YTD | +27.6% | -45.7% | +73.3% | +57.8% |
| 1Y | +30.8% | -45.1% | +75.9% | +60.3% |
| All | +117.9% | -27.0% | +144.9% | +109.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling