+542.4%
QQQ vs INTU
+230.7%
+311.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | 0.0% |
| 7D | +6.4% | -4.1% | +10.5% | +8.1% |
| 30D | -7.5% | +12.8% | -20.3% | -12.6% |
| 3M | -4.8% | +2.1% | -6.9% | -7.2% |
| 6M | -2.5% | -11.5% | +9.0% | -2.0% |
| YTD | +12.4% | -47.9% | +60.3% | +43.5% |
| 1Y | +11.3% | -47.7% | +59.0% | +41.4% |
| 3Y | +85.0% | -34.0% | +118.9% | +99.2% |
| 5Y | +79.6% | -43.5% | +123.2% | +101.4% |
| All | +542.4% | +230.7% | +311.7% | +197.6% |
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