+571.7%
QQQ vs INTU
+209.2%
+362.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | +0.4% |
| 7D | +1.0% | -8.5% | +9.5% | +4.8% |
| 30D | -0.6% | -6.1% | +5.5% | +1.5% |
| 3M | +1.3% | +7.3% | -6.0% | -3.7% |
| 6M | +18.1% | -33.2% | +51.4% | +35.3% |
| YTD | +16.9% | -52.2% | +69.0% | +56.4% |
| 1Y | +24.0% | -52.7% | +76.7% | +66.1% |
| 3Y | +95.6% | -41.6% | +137.2% | +125.3% |
| 5Y | +94.5% | -42.6% | +137.2% | +115.0% |
| 10Y | +571.7% | +211.0% | +360.7% | +211.0% |
| All | +571.7% | +209.2% | +362.6% | +211.0% |
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