+325.4%
AVGO vs INTU
-37.9%
+363.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.4% | +3.6% | +1.1% |
| 7D | -3.0% | -7.1% | +4.1% | -1.0% |
| 30D | -14.4% | +1.5% | -15.9% | -15.1% |
| 3M | -14.4% | +10.7% | -25.1% | -17.8% |
| 6M | +13.1% | -23.8% | +37.0% | +22.1% |
| YTD | +3.8% | -49.3% | +53.1% | +39.9% |
| 1Y | +17.8% | -49.7% | +67.4% | +58.1% |
| All | +325.4% | -37.9% | +363.3% | +364.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling