+96.6%
QQQ vs INTU
-38.0%
+134.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.4% | +3.5% | +0.8% |
| 7D | +0.4% | -7.1% | +7.4% | +1.7% |
| 30D | +0.2% | +1.5% | -1.2% | -0.2% |
| 3M | -2.8% | +10.7% | -13.5% | -5.2% |
| 6M | +18.0% | -23.8% | +41.8% | +24.3% |
| YTD | +17.3% | -49.3% | +66.6% | +42.9% |
| 1Y | +25.6% | -49.7% | +75.2% | +52.9% |
| All | +96.6% | -38.0% | +134.7% | +109.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling