+30.9%
QCOM vs INTU
-38.8%
+69.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.4% | +3.5% | +1.4% |
| 7D | +3.3% | -7.1% | +10.4% | +6.2% |
| 30D | +7.7% | +1.5% | +6.2% | +6.5% |
| 3M | -30.1% | +10.7% | -40.7% | -33.8% |
| 6M | +22.8% | -23.8% | +46.7% | +31.7% |
| YTD | +0.2% | -49.3% | +49.5% | +33.1% |
| 1Y | +7.9% | -49.7% | +57.5% | +43.4% |
| 3Y | +55.8% | -38.0% | +93.8% | +77.1% |
| All | +30.9% | -38.8% | +69.7% | +39.9% |
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