+242.6%
QCOM vs INTU
+232.2%
+10.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.4% | -3.1% | -2.8% |
| 7D | +4.3% | +0.1% | +4.2% | +4.2% |
| 30D | -0.1% | +10.1% | -10.2% | -5.0% |
| 3M | +5.2% | -4.2% | +9.4% | +5.6% |
| 6M | -18.4% | -7.2% | -11.1% | -20.7% |
| YTD | +2.4% | -47.7% | +50.1% | +32.8% |
| 1Y | +0.9% | -46.7% | +47.6% | +29.2% |
| 3Y | +48.4% | -34.1% | +82.5% | +62.4% |
| 5Y | +16.6% | -43.3% | +59.9% | +33.3% |
| All | +242.6% | +232.2% | +10.4% | +67.7% |
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