+1,276.0%
AAPL vs INTU
+251.7%
+1,024.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.0% | +3.4% | +2.8% |
| 7D | +3.7% | -3.9% | +7.6% | +5.4% |
| 30D | +4.2% | +11.7% | -7.5% | -1.0% |
| 3M | +12.0% | +4.5% | +7.5% | +8.5% |
| 6M | +19.8% | -13.9% | +33.6% | +22.6% |
| YTD | +29.3% | -48.2% | +77.6% | +65.3% |
| 1Y | +31.1% | -47.1% | +78.2% | +65.3% |
| 3Y | +94.9% | -32.5% | +127.4% | +105.5% |
| 5Y | +138.1% | -42.6% | +180.6% | +160.3% |
| 10Y | +1,276.0% | +235.3% | +1,040.7% | +549.4% |
| All | +1,276.0% | +251.7% | +1,024.3% | +549.4% |
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 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