+527.5%
APP vs INTU
-14.0%
+541.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.4% | +3.5% | +3.6% |
| 7D | +4.6% | +0.1% | +4.5% | +4.5% |
| 30D | +56.0% | +10.1% | +46.0% | +43.8% |
| 3M | +30.8% | -4.2% | +35.0% | +31.6% |
| 6M | -9.8% | -7.2% | -2.6% | -12.5% |
| YTD | -39.3% | -47.7% | +8.4% | -5.2% |
| 1Y | -26.4% | -46.7% | +20.3% | +12.4% |
| 3Y | +887.9% | -34.1% | +922.0% | +1,055.6% |
| 5Y | +264.1% | -43.3% | +307.4% | +347.2% |
| All | +527.5% | -14.0% | +541.5% | +368.0% |
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