-2.2%
INTU vs AFRM
-28.4%
+26.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.6% | +0.6% |
| 7D | +0.1% | -4.4% | +4.5% | +0.8% |
| 30D | +10.1% | -7.7% | +17.7% | +11.4% |
| 3M | -4.2% | -16.9% | +12.7% | -1.6% |
| 6M | -7.2% | +2.5% | -9.7% | -8.6% |
| YTD | -47.7% | -12.5% | -35.2% | -47.4% |
| 1Y | -46.7% | -11.0% | -35.7% | -46.7% |
| 3Y | -34.1% | +184.6% | -218.6% | -51.1% |
| 5Y | -43.3% | -56.3% | +13.0% | -56.5% |
| All | -2.2% | -28.4% | +26.2% | -27.1% |
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