+250.3%
QCOM vs INTU
+221.9%
+28.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.4% | +3.5% | +1.7% |
| 7D | +3.3% | -7.1% | +10.4% | +6.8% |
| 30D | +7.7% | +1.5% | +6.2% | +6.3% |
| 3M | -30.1% | +10.7% | -40.7% | -34.7% |
| 6M | +22.8% | -23.8% | +46.7% | +31.7% |
| YTD | +0.2% | -49.3% | +49.5% | +33.5% |
| 1Y | +7.9% | -49.7% | +57.5% | +44.0% |
| 3Y | +55.8% | -38.0% | +93.8% | +78.2% |
| 5Y | +30.1% | -38.7% | +68.8% | +42.9% |
| All | +250.3% | +221.9% | +28.5% | +72.4% |
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