+1,237.1%
AAPL vs INTU
+209.2%
+1,027.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | +0.4% |
| 7D | -3.0% | -8.5% | +5.5% | +0.8% |
| 30D | +2.3% | -6.1% | +8.4% | +4.6% |
| 3M | +8.6% | +7.3% | +1.3% | +4.1% |
| 6M | +21.6% | -33.2% | +54.8% | +39.4% |
| YTD | +16.3% | -52.2% | +68.5% | +54.9% |
| 1Y | +35.1% | -52.7% | +87.7% | +80.2% |
| 3Y | +79.4% | -41.6% | +121.0% | +104.2% |
| 5Y | +109.8% | -42.6% | +152.5% | +127.1% |
| 10Y | +1,237.1% | +211.0% | +1,026.0% | +541.3% |
| All | +1,237.1% | +209.2% | +1,027.9% | +541.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling