-38.4%
INTU vs AFRM
-23.1%
-15.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.6% | -0.7% | -2.9% |
| 7D | -7.1% | -7.0% | -0.1% | -5.9% |
| 30D | +1.5% | -7.8% | +9.3% | +2.9% |
| 3M | +10.7% | +5.3% | +5.3% | +9.0% |
| 6M | -23.8% | +42.6% | -66.5% | -29.4% |
| YTD | -49.3% | -2.8% | -46.5% | -49.8% |
| 1Y | -49.7% | -19.3% | -30.4% | -49.0% |
| 3Y | -38.0% | +231.0% | -269.0% | -57.7% |
| All | -38.4% | -23.1% | -15.4% | -55.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling