+7.2%
QCOM vs INTU
-41.2%
+48.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -0.5% | -9.0% | -9.3% |
| 7D | -15.5% | +7.1% | -22.6% | -17.7% |
| 30D | -13.4% | +23.0% | -36.4% | -20.3% |
| 3M | 0.0% | +8.7% | -8.7% | -4.4% |
| 6M | -15.2% | -10.1% | -5.1% | -15.1% |
| YTD | -6.9% | -45.7% | +38.8% | +19.8% |
| 1Y | -11.0% | -45.1% | +34.1% | +13.6% |
| 3Y | +39.8% | -26.9% | +66.7% | +44.9% |
| 5Y | +7.2% | -40.0% | +47.1% | +17.1% |
| All | +7.2% | -41.2% | +48.4% | +17.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling