+2.3%
QCOM vs INTU
-46.5%
+48.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +3.5% | +1.9% | +5.6% |
| 7D | -5.3% | +8.7% | -14.0% | -4.8% |
| 30D | -4.2% | +25.9% | -30.1% | -2.9% |
| 3M | +7.0% | +10.7% | -3.7% | +7.8% |
| 6M | +3.8% | -11.6% | +15.4% | +6.2% |
| YTD | +2.8% | -45.4% | +48.2% | +21.2% |
| 1Y | +2.3% | -45.2% | +47.5% | +20.3% |
| All | +2.3% | -46.5% | +48.8% | +20.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling