-41.3%
INTU vs AFRM
-55.1%
+13.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.1% | +3.7% | +1.2% |
| 7D | -1.2% | -8.4% | +7.1% | +0.4% |
| 30D | +12.4% | -18.3% | +30.7% | +16.5% |
| 3M | +2.3% | -12.7% | +15.0% | +4.4% |
| 6M | -13.3% | +3.0% | -16.3% | -14.9% |
| YTD | -47.9% | -11.4% | -36.5% | -47.8% |
| 1Y | -47.2% | -13.3% | -33.8% | -47.0% |
| 3Y | -33.9% | +194.0% | -227.9% | -54.3% |
| 5Y | -41.3% | -50.6% | +9.3% | -52.0% |
| All | -41.3% | -55.1% | +13.8% | -52.0% |
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 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