+133.0%
AAPL vs INTU
-42.6%
+175.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.8% | +3.2% | +0.6% |
| 7D | -0.7% | +0.1% | -0.8% | -0.7% |
| 30D | +1.7% | +15.4% | -13.7% | -2.9% |
| 3M | +9.7% | +6.6% | +3.1% | +6.7% |
| 6M | +19.3% | -11.3% | +30.6% | +20.4% |
| YTD | +26.3% | -47.7% | +74.0% | +54.0% |
| 1Y | +27.4% | -47.0% | +74.4% | +54.2% |
| 3Y | +93.6% | -29.9% | +123.5% | +98.4% |
| All | +133.0% | -42.6% | +175.6% | +139.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling