-55.4%
APP vs INTU
-46.5%
-8.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +3.5% | +7.2% | +9.6% |
| 7D | +4.5% | +8.7% | -4.1% | +1.8% |
| 30D | -3.6% | +25.9% | -29.5% | -10.5% |
| 3M | -35.3% | +10.7% | -46.0% | -37.7% |
| 6M | -42.8% | -11.6% | -31.2% | -40.3% |
| YTD | -59.7% | -45.4% | -14.3% | -50.4% |
| 1Y | -55.4% | -45.2% | -10.1% | -44.9% |
| All | -55.4% | -46.5% | -8.8% | -44.9% |
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