-6.8%
AVGO vs INTU
-46.5%
+39.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.5% | -5.5% | -1.8% |
| 7D | -7.5% | +8.7% | -16.2% | -6.9% |
| 30D | -10.2% | +25.9% | -36.1% | -9.1% |
| 3M | -22.0% | +10.7% | -32.7% | -21.4% |
| 6M | -21.6% | -11.6% | -10.0% | -19.9% |
| YTD | -5.4% | -45.4% | +40.0% | +0.6% |
| 1Y | -6.8% | -45.2% | +38.4% | -0.2% |
| All | -6.8% | -46.5% | +39.7% | -0.2% |
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