+216.5%
QCOM vs INTU
+247.3%
-30.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -3.8% | +9.3% | +7.2% |
| 7D | +0.4% | +0.1% | +0.3% | +0.2% |
| 30D | -6.6% | +15.4% | -22.0% | -13.2% |
| 3M | +3.7% | +6.6% | -2.9% | -1.2% |
| 6M | -13.3% | -11.3% | -2.0% | -13.9% |
| YTD | -1.8% | -47.7% | +45.9% | +27.5% |
| 1Y | -2.5% | -47.0% | +44.5% | +25.3% |
| 3Y | +47.0% | -29.9% | +76.9% | +55.1% |
| 5Y | +13.1% | -42.2% | +55.3% | +28.0% |
| All | +216.5% | +247.3% | -30.8% | +52.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling