+261.6%
APP vs INTU
-41.2%
+302.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -0.5% | +31.5% | +31.4% |
| 7D | +39.7% | +7.1% | +32.6% | +32.4% |
| 30D | +27.7% | +23.0% | +4.7% | +8.8% |
| 3M | -14.8% | +8.7% | -23.5% | -21.6% |
| 6M | -25.5% | -10.1% | -15.4% | -24.9% |
| YTD | -47.2% | -45.7% | -1.5% | -19.2% |
| 1Y | -42.3% | -45.1% | +2.8% | -13.0% |
| 3Y | +806.8% | -26.9% | +833.7% | +868.8% |
| 5Y | +261.6% | -40.0% | +301.6% | +323.4% |
| All | +261.6% | -41.2% | +302.8% | +323.4% |
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 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