-37.0%
APP vs INTU
-46.6%
+9.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -3.8% | +13.6% | +10.9% |
| 7D | +71.2% | +0.1% | +71.1% | +70.8% |
| 30D | +39.1% | +15.4% | +23.7% | +32.3% |
| 3M | +16.5% | +6.6% | +10.0% | +13.0% |
| 6M | -16.6% | -11.3% | -5.2% | -14.2% |
| YTD | -41.9% | -47.7% | +5.8% | -27.7% |
| 1Y | -37.0% | -47.0% | +10.0% | -21.4% |
| All | -37.0% | -46.6% | +9.6% | -21.4% |
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