-25.2%
AVGO vs INTU
-13.0%
-12.1%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -1.0% | +9.7% | +8.6% |
| 7D | -0.9% | -3.9% | +3.1% | -1.3% |
| 30D | -11.6% | +11.7% | -23.4% | -10.5% |
| 3M | -25.2% | +4.5% | -29.7% | -24.4% |
| All | -25.2% | -13.0% | -12.1% | -21.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling