+245.8%
QCOM vs INTU
+240.8%
+5.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.6% | +1.1% | +1.5% |
| 7D | +2.0% | -3.9% | +5.9% | +3.7% |
| 30D | +1.2% | +12.0% | -10.8% | -4.6% |
| 3M | +9.1% | +2.3% | +6.8% | +6.0% |
| 6M | -25.0% | -12.1% | -12.9% | -25.0% |
| YTD | +4.8% | -47.5% | +52.4% | +35.9% |
| 1Y | +3.6% | -46.9% | +50.5% | +33.0% |
| 3Y | +51.5% | -33.5% | +84.9% | +65.0% |
| 5Y | +19.7% | -41.2% | +61.0% | +34.1% |
| 10Y | +245.8% | +233.5% | +12.3% | +68.6% |
| All | +245.8% | +240.8% | +5.0% | +68.6% |
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 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