+244.4%
AVGO vs INTU
-29.7%
+274.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.8% | +4.5% | +1.5% |
| 7D | -9.9% | +0.1% | -10.1% | -10.0% |
| 30D | -22.0% | +15.4% | -37.4% | -25.0% |
| 3M | -30.0% | +6.6% | -36.6% | -31.8% |
| 6M | -30.7% | -11.3% | -19.4% | -29.5% |
| YTD | -14.7% | -47.7% | +33.0% | +12.9% |
| 1Y | -16.8% | -47.0% | +30.2% | +8.9% |
| 3Y | +244.4% | -29.9% | +274.4% | +225.0% |
| All | +244.4% | -29.7% | +274.2% | +225.0% |
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