-1.9%
INTU vs AFRM
-25.4%
+23.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.9% | -2.2% | +0.2% |
| 7D | -3.9% | -10.3% | +6.3% | -2.2% |
| 30D | +12.0% | -13.7% | +25.7% | +14.5% |
| 3M | +2.3% | -11.6% | +13.9% | +4.0% |
| 6M | -12.1% | +2.1% | -14.2% | -13.3% |
| YTD | -47.5% | -8.9% | -38.7% | -47.7% |
| 1Y | -46.9% | -9.7% | -37.2% | -47.1% |
| 3Y | -33.5% | +202.5% | -235.9% | -51.2% |
| 5Y | -41.2% | -55.3% | +14.1% | -55.2% |
| All | -1.9% | -25.4% | +23.5% | -27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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