+1,506.2%
QQQ vs INTU
+2,446.7%
-940.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.6% | +1.7% | +2.1% |
| 7D | -0.2% | -3.9% | +3.7% | +1.2% |
| 30D | -7.5% | +12.0% | -19.4% | -11.8% |
| 3M | -3.8% | +2.3% | -6.1% | -6.0% |
| 6M | -3.0% | -12.1% | +9.1% | -2.6% |
| YTD | +12.8% | -47.5% | +60.3% | +35.3% |
| 1Y | +11.6% | -46.9% | +58.5% | +33.0% |
| 3Y | +85.6% | -33.5% | +119.0% | +98.4% |
| 5Y | +82.1% | -41.2% | +123.4% | +99.2% |
| 10Y | +538.0% | +233.5% | +304.5% | +261.8% |
| All | +1,506.2% | +2,446.7% | -940.5% | +257.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling