-6.7%
AVGO vs INTU
-46.8%
+40.2%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.7% | +3.3% | +4.0% |
| 7D | 0.0% | -1.2% | +1.2% | -0.1% |
| 30D | -8.2% | +12.4% | -20.6% | -7.5% |
| 3M | -21.3% | +2.3% | -23.5% | -20.9% |
| 6M | -22.5% | -13.3% | -9.2% | -21.2% |
| YTD | -3.6% | -47.9% | +44.3% | +1.7% |
| 1Y | -6.7% | -47.2% | +40.5% | -0.2% |
| All | -6.7% | -46.8% | +40.2% | -0.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling