+78,715.7%
AAPL vs INTU
+16,502.9%
+62,212.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.4% | +0.9% | -1.6% |
| 7D | +0.1% | -7.1% | +7.2% | +2.1% |
| 30D | +3.0% | +1.5% | +1.5% | +2.3% |
| 3M | +2.9% | +10.7% | -7.8% | -0.6% |
| 6M | +22.1% | -23.8% | +45.9% | +28.0% |
| YTD | +18.0% | -49.3% | +67.3% | +37.5% |
| 1Y | +33.9% | -49.7% | +83.6% | +56.1% |
| 3Y | +71.2% | -38.0% | +109.2% | +85.2% |
| 5Y | +112.6% | -38.7% | +151.3% | +126.6% |
| 10Y | +1,198.8% | +221.3% | +977.4% | +804.8% |
| All | +78,715.7% | +16,502.9% | +62,212.8% | +19,581.2% |
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 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