+25,809.4%
AVGO vs INTU
+1,226.0%
+24,583.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.8% | +4.5% | +2.6% |
| 7D | -9.9% | +0.1% | -10.1% | -10.2% |
| 30D | -22.0% | +15.4% | -37.4% | -28.2% |
| 3M | -30.0% | +6.6% | -36.6% | -33.9% |
| 6M | -30.7% | -11.3% | -19.4% | -31.2% |
| YTD | -14.7% | -47.7% | +33.0% | +10.8% |
| 1Y | -16.8% | -47.0% | +30.2% | +6.8% |
| 3Y | +244.4% | -29.9% | +274.4% | +268.3% |
| 5Y | +474.0% | -42.2% | +516.2% | +552.7% |
| 10Y | +2,122.6% | +251.7% | +1,870.9% | +732.4% |
| All | +25,809.4% | +1,226.0% | +24,583.4% | +4,600.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling