+295.9%
APP vs INTU
-42.9%
+338.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -1.0% | +5.8% | +5.5% |
| 7D | +79.2% | -3.9% | +83.1% | +83.6% |
| 30D | +48.0% | +11.7% | +36.3% | +34.7% |
| 3M | +18.2% | +4.5% | +13.7% | +11.1% |
| 6M | -12.5% | -13.9% | +1.4% | -9.5% |
| YTD | -39.2% | -48.2% | +9.1% | -4.1% |
| 1Y | -33.9% | -47.1% | +13.3% | +1.8% |
| 3Y | +933.3% | -32.5% | +965.8% | +1,076.0% |
| 5Y | +295.9% | -42.6% | +338.4% | +373.3% |
| All | +295.9% | -42.9% | +338.7% | +373.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling