-47.0%
INTU vs AFRM
-4.3%
-42.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.2% | -1.5% | -3.3% |
| 7D | +0.1% | -7.3% | +7.4% | +1.7% |
| 30D | +15.4% | -9.6% | +25.0% | +17.4% |
| 3M | +6.6% | -11.1% | +17.6% | +8.5% |
| 6M | -11.3% | +3.9% | -15.2% | -13.3% |
| YTD | -47.7% | -8.5% | -39.2% | -48.5% |
| 1Y | -47.0% | +3.3% | -50.3% | -48.6% |
| All | -47.0% | -4.3% | -42.8% | -48.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling