+8.0%
AVGO vs INTU
-47.4%
+55.3%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.7% | +6.3% | +5.5% |
| 7D | +25.0% | -4.1% | +29.1% | +24.6% |
| 30D | +2.0% | +12.8% | -10.9% | +2.7% |
| 3M | -12.3% | +2.1% | -14.4% | -11.8% |
| 6M | -12.8% | -11.5% | -1.3% | -11.4% |
| YTD | +5.9% | -47.9% | +53.8% | +10.7% |
| All | +8.0% | -47.4% | +55.3% | +14.3% |
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