+506.6%
APP vs INTU
-14.3%
+521.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.7% | -4.2% | -4.0% |
| 7D | +61.1% | -1.2% | +62.3% | +62.0% |
| 30D | +42.8% | +12.4% | +30.3% | +29.3% |
| 3M | +16.7% | +2.3% | +14.4% | +11.5% |
| 6M | -15.6% | -13.3% | -2.3% | -13.2% |
| YTD | -41.3% | -47.9% | +6.6% | -8.1% |
| 1Y | -39.3% | -47.2% | +7.9% | -6.6% |
| 3Y | +803.2% | -33.9% | +837.1% | +951.9% |
| 5Y | +313.2% | -41.3% | +354.5% | +392.8% |
| All | +506.6% | -14.3% | +521.0% | +353.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling