+2,660.6%
AVGO vs INTU
+232.2%
+2,428.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.4% | -5.2% | -5.0% |
| 7D | +18.2% | +0.1% | +18.1% | +18.1% |
| 30D | +0.2% | +10.1% | -9.9% | -5.0% |
| 3M | -16.8% | -4.2% | -12.6% | -16.8% |
| 6M | -16.5% | -7.2% | -9.2% | -18.4% |
| YTD | +0.8% | -47.7% | +48.5% | +31.0% |
| 1Y | +2.8% | -46.7% | +49.5% | +31.6% |
| 3Y | +278.5% | -34.1% | +312.6% | +319.7% |
| 5Y | +573.1% | -43.3% | +616.4% | +678.1% |
| All | +2,660.6% | +232.2% | +2,428.4% | +1,129.7% |
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