-29.9%
INTU vs AFRM
+203.8%
-233.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.2% | -1.5% | -3.5% |
| 7D | +0.1% | -7.3% | +7.4% | +1.1% |
| 30D | +15.4% | -9.6% | +25.0% | +16.8% |
| 3M | +6.6% | -11.1% | +17.6% | +7.9% |
| 6M | -11.3% | +3.9% | -15.2% | -12.4% |
| YTD | -47.7% | -8.5% | -39.2% | -47.9% |
| 1Y | -47.0% | +3.3% | -50.3% | -48.1% |
| 3Y | -29.9% | +213.7% | -243.7% | -36.0% |
| All | -29.9% | +203.8% | -233.7% | -36.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling