+278.5%
AVGO vs INTU
-33.2%
+311.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.4% | -5.2% | -4.9% |
| 7D | +18.2% | +0.1% | +18.1% | +18.1% |
| 30D | +0.2% | +10.1% | -9.9% | -2.4% |
| 3M | -16.8% | -4.2% | -12.6% | -16.4% |
| 6M | -16.5% | -7.2% | -9.2% | -16.3% |
| YTD | +0.8% | -47.7% | +48.5% | +33.2% |
| 1Y | +2.8% | -46.7% | +49.5% | +33.8% |
| 3Y | +278.5% | -34.1% | +312.6% | +262.6% |
| All | +278.5% | -33.2% | +311.8% | +262.6% |
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