+86,282.7%
AAPL vs INTU
+16,857.6%
+69,425.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.0% | +3.4% | +2.7% |
| 7D | +3.7% | -3.9% | +7.6% | +4.8% |
| 30D | +4.2% | +11.7% | -7.5% | +0.8% |
| 3M | +12.0% | +4.5% | +7.5% | +9.9% |
| 6M | +19.8% | -13.9% | +33.6% | +21.7% |
| YTD | +29.3% | -48.2% | +77.6% | +49.1% |
| 1Y | +31.1% | -47.1% | +78.2% | +50.0% |
| 3Y | +94.9% | -32.5% | +127.4% | +105.0% |
| 5Y | +138.1% | -42.6% | +180.6% | +157.1% |
| 10Y | +1,276.0% | +235.3% | +1,040.7% | +843.6% |
| All | +86,282.7% | +16,857.6% | +69,425.1% | +21,244.3% |
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