+7.9%
QCOM vs INTU
-49.4%
+57.3%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.4% | +3.5% | 0.0% |
| 7D | +3.3% | -7.1% | +10.4% | +3.1% |
| 30D | +7.7% | +1.5% | +6.2% | +7.8% |
| 3M | -30.1% | +10.7% | -40.7% | -29.1% |
| 6M | +22.8% | -23.8% | +46.7% | +27.0% |
| YTD | +0.2% | -49.3% | +49.5% | +22.5% |
| 1Y | +7.9% | -49.7% | +57.5% | +31.5% |
| All | +7.9% | -49.4% | +57.3% | +31.5% |
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