+1,570.9%
QQQ vs INTU
+2,361.3%
-790.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.4% | +3.5% | +1.4% |
| 7D | +0.4% | -7.1% | +7.4% | +3.1% |
| 30D | +0.2% | +1.5% | -1.2% | -0.8% |
| 3M | -2.8% | +10.7% | -13.5% | -7.9% |
| 6M | +18.0% | -23.8% | +41.8% | +25.0% |
| YTD | +17.3% | -49.3% | +66.6% | +44.0% |
| 1Y | +25.6% | -49.7% | +75.2% | +54.1% |
| 3Y | +93.7% | -38.0% | +131.7% | +114.8% |
| 5Y | +94.2% | -38.7% | +132.9% | +110.8% |
| 10Y | +557.9% | +221.3% | +336.5% | +282.0% |
| All | +1,570.9% | +2,361.3% | -790.4% | +280.5% |
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