+7.4%
AVGO vs INTU
-52.3%
+59.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -4.1% | +7.1% | +2.8% |
| 7D | -0.3% | -7.5% | +7.2% | -0.6% |
| 30D | -13.8% | -1.9% | -11.9% | -13.8% |
| 3M | -6.9% | +4.9% | -11.8% | -6.2% |
| 6M | +11.9% | -33.2% | +45.2% | +13.9% |
| YTD | +6.9% | -51.4% | +58.3% | +7.4% |
| 1Y | +7.4% | -52.0% | +59.4% | +5.3% |
| All | +7.4% | -52.3% | +59.7% | +5.3% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling