-38.1%
INTU vs AFRM
+232.3%
-270.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.6% | -0.7% | -3.0% |
| 7D | -7.1% | -7.0% | -0.1% | -6.2% |
| 30D | +1.5% | -7.8% | +9.3% | +2.5% |
| 3M | +10.7% | +5.3% | +5.3% | +9.5% |
| 6M | -23.8% | +42.6% | -66.5% | -27.8% |
| YTD | -49.3% | -2.8% | -46.5% | -49.7% |
| 1Y | -49.7% | -19.3% | -30.4% | -49.3% |
| All | -38.1% | +232.3% | -270.5% | -50.4% |
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 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