+8.8%
QQQ vs INTU
-46.8%
+55.6%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.3% | -0.7% |
| 7D | -1.5% | -1.2% | -0.3% | -1.6% |
| 30D | -10.2% | +12.4% | -22.6% | -10.1% |
| 3M | -6.3% | +2.3% | -8.6% | -6.2% |
| 6M | -4.9% | -13.3% | +8.4% | -3.8% |
| YTD | +10.2% | -47.9% | +58.1% | +18.4% |
| 1Y | +8.8% | -47.2% | +55.9% | +16.7% |
| All | +8.8% | -46.8% | +55.6% | +16.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling