+24.0%
QQQ vs INTU
-52.6%
+76.6%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | -0.3% |
| 7D | +1.0% | -8.5% | +9.5% | +1.0% |
| 30D | -0.6% | -6.1% | +5.5% | -0.6% |
| 3M | +1.3% | +7.3% | -6.0% | +1.4% |
| 6M | +18.1% | -33.2% | +51.4% | +21.6% |
| YTD | +16.9% | -52.2% | +69.0% | +27.7% |
| 1Y | +24.0% | -52.7% | +76.7% | +35.2% |
| All | +24.0% | -52.6% | +76.6% | +35.2% |
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