+140.3%
ASML vs INTU
-26.6%
+167.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +3.5% | -7.1% | -3.7% |
| 7D | -10.0% | +8.7% | -18.7% | -10.3% |
| 30D | -19.4% | +25.9% | -45.3% | -20.3% |
| 3M | -12.5% | +10.7% | -23.2% | -13.0% |
| 6M | +8.2% | -11.6% | +19.8% | +11.6% |
| YTD | +40.7% | -45.4% | +86.1% | +74.0% |
| 1Y | +46.1% | -45.2% | +91.4% | +79.8% |
| All | +140.3% | -26.6% | +167.0% | +131.5% |
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