+31.0%
AAPL vs INTU
-47.1%
+78.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | -0.1% | +0.4% |
| 7D | +4.1% | +0.1% | +4.1% | +4.1% |
| 30D | +4.0% | +10.1% | -6.1% | +3.7% |
| 3M | +16.8% | -4.2% | +21.0% | +16.7% |
| 6M | +19.4% | -7.2% | +26.6% | +17.7% |
| YTD | +31.5% | -47.7% | +79.2% | +31.9% |
| 1Y | +31.0% | -46.7% | +77.7% | +31.2% |
| All | +31.0% | -47.1% | +78.1% | +31.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling