+391.7%
APP vs INTU
-16.7%
+408.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.4% | +5.6% | +4.7% |
| 7D | +0.9% | -7.1% | +8.0% | +6.2% |
| 30D | -23.3% | +1.5% | -24.7% | -24.8% |
| 3M | -42.6% | +10.7% | -53.3% | -48.5% |
| 6M | -33.6% | -23.8% | -9.8% | -23.2% |
| YTD | -52.4% | -49.3% | -3.1% | -22.6% |
| 1Y | -35.9% | -49.7% | +13.8% | +4.1% |
| 3Y | +642.2% | -38.0% | +680.2% | +833.0% |
| 5Y | +311.1% | -38.7% | +349.8% | +374.6% |
| All | +391.7% | -16.7% | +408.3% | +281.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling