+164.9%
ASML vs INTU
-37.9%
+202.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.4% | +7.5% | +4.5% |
| 7D | +1.1% | -7.1% | +8.2% | +1.8% |
| 30D | +2.2% | +1.5% | +0.7% | +1.8% |
| 3M | -2.3% | +10.7% | -13.0% | -3.7% |
| 6M | +23.0% | -23.8% | +46.8% | +29.1% |
| YTD | +61.1% | -49.3% | +110.4% | +101.1% |
| 1Y | +129.1% | -49.7% | +178.8% | +185.9% |
| All | +164.9% | -37.9% | +202.8% | +170.4% |
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