-5.7%
ASML vs INTU
-11.5%
+5.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.5% | -8.8% | -9.5% |
| 7D | -19.0% | +7.1% | -26.2% | -16.6% |
| 30D | -25.9% | +23.0% | -48.9% | -19.3% |
| 3M | -19.1% | +8.7% | -27.8% | -15.0% |
| 6M | -5.7% | -10.1% | +4.4% | -0.4% |
| All | -5.7% | -11.5% | +5.8% | -0.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling