+84,233.3%
AAPL vs INTU
+17,021.5%
+67,211.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.8% | +3.2% | +0.5% |
| 7D | -0.7% | +0.1% | -0.8% | -0.7% |
| 30D | +1.7% | +15.4% | -13.7% | -2.5% |
| 3M | +9.7% | +6.6% | +3.1% | +7.0% |
| 6M | +19.3% | -11.3% | +30.6% | +20.2% |
| YTD | +26.3% | -47.7% | +74.0% | +45.2% |
| 1Y | +27.4% | -47.0% | +74.4% | +45.7% |
| 3Y | +93.6% | -29.9% | +123.5% | +101.5% |
| 5Y | +131.7% | -42.2% | +173.9% | +149.9% |
| 10Y | +1,268.5% | +251.7% | +1,016.8% | +827.4% |
| All | +84,233.3% | +17,021.5% | +67,211.8% | +20,684.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling