+31,416.6%
AVGO vs INTU
+1,185.8%
+30,230.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.4% | +3.6% | +1.9% |
| 7D | -3.0% | -7.1% | +4.1% | +0.6% |
| 30D | -14.4% | +1.5% | -15.9% | -15.7% |
| 3M | -14.4% | +10.7% | -25.1% | -20.9% |
| 6M | +13.1% | -23.8% | +37.0% | +22.3% |
| YTD | +3.8% | -49.3% | +53.1% | +39.3% |
| 1Y | +17.8% | -49.7% | +67.4% | +57.4% |
| 3Y | +325.3% | -38.0% | +363.3% | +396.1% |
| 5Y | +689.9% | -38.7% | +728.7% | +777.0% |
| 10Y | +2,597.0% | +221.3% | +2,375.7% | +981.7% |
| All | +31,416.6% | +1,185.8% | +30,230.8% | +5,811.6% |
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