+33.4%
AAPL vs INTU
-52.3%
+85.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.1% | +3.0% | -1.0% |
| 7D | -2.7% | -7.5% | +4.8% | -2.4% |
| 30D | +1.0% | -1.9% | +3.0% | +1.1% |
| 3M | +5.0% | +4.9% | +0.1% | +4.3% |
| 6M | +23.0% | -33.2% | +56.3% | +22.6% |
| YTD | +16.6% | -51.4% | +68.0% | +24.0% |
| 1Y | +33.4% | -52.0% | +85.4% | +42.6% |
| All | +33.4% | -52.3% | +85.8% | +42.6% |
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