+2,300.3%
AVGO vs INTU
+251.7%
+2,048.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -1.0% | +9.7% | +9.2% |
| 7D | -0.9% | -3.9% | +3.1% | +0.8% |
| 30D | -11.6% | +11.7% | -23.4% | -16.9% |
| 3M | -25.2% | +4.5% | -29.7% | -28.4% |
| 6M | -25.4% | -13.9% | -11.6% | -24.4% |
| YTD | -7.2% | -48.2% | +41.0% | +21.2% |
| 1Y | -7.9% | -47.1% | +39.2% | +18.4% |
| 3Y | +262.1% | -32.5% | +294.6% | +295.7% |
| 5Y | +525.7% | -42.6% | +568.2% | +616.1% |
| 10Y | +2,300.3% | +235.3% | +2,065.0% | +945.5% |
| All | +2,300.3% | +251.7% | +2,048.7% | +945.5% |
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