+2,475.6%
AVGO vs INTU
+236.7%
+2,238.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.7% | +3.3% | +3.6% |
| 7D | 0.0% | -1.2% | +1.2% | +0.4% |
| 30D | -8.2% | +12.4% | -20.6% | -13.9% |
| 3M | -21.3% | +2.3% | -23.5% | -23.8% |
| 6M | -22.5% | -13.3% | -9.2% | -21.6% |
| YTD | -3.6% | -47.9% | +44.3% | +25.5% |
| 1Y | -6.7% | -47.2% | +40.5% | +20.1% |
| 3Y | +258.1% | -33.9% | +292.0% | +296.4% |
| 5Y | +560.9% | -41.3% | +602.2% | +647.2% |
| 10Y | +2,475.6% | +237.9% | +2,237.7% | +1,042.1% |
| All | +2,475.6% | +236.7% | +2,238.9% | +1,042.1% |
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