-32.5%
INTU vs AFRM
+172.4%
-204.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.8% | -0.9% |
| 7D | -3.9% | -7.5% | +3.6% | -2.9% |
| 30D | +11.7% | -15.7% | +27.4% | +14.2% |
| 3M | +4.5% | -9.6% | +14.1% | +5.6% |
| 6M | -13.9% | +6.3% | -20.2% | -15.2% |
| YTD | -48.2% | -8.6% | -39.6% | -48.4% |
| 1Y | -47.1% | -7.6% | -39.5% | -47.5% |
| 3Y | -32.5% | +173.7% | -206.1% | -40.7% |
| All | -32.5% | +172.4% | -204.9% | -40.7% |
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