+2,755.4%
AVGO vs INTU
+209.8%
+2,545.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -4.1% | +7.1% | +4.9% |
| 7D | -0.3% | -7.5% | +7.2% | +3.3% |
| 30D | -13.8% | -1.9% | -11.9% | -13.7% |
| 3M | -6.9% | +4.9% | -11.8% | -11.4% |
| 6M | +11.9% | -33.2% | +45.2% | +29.7% |
| YTD | +6.9% | -51.4% | +58.3% | +46.0% |
| 1Y | +7.4% | -52.0% | +59.4% | +46.6% |
| 3Y | +345.6% | -40.7% | +386.3% | +429.4% |
| 5Y | +718.9% | -41.7% | +760.6% | +831.1% |
| 10Y | +2,755.4% | +211.1% | +2,544.2% | +1,199.1% |
| All | +2,755.4% | +209.8% | +2,545.6% | +1,199.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling