+1.6%
INTU vs AFRM
-23.4%
+24.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -7.8% | +7.3% | +0.8% |
| 7D | +7.1% | -6.9% | +14.1% | +8.4% |
| 30D | +23.0% | -7.0% | +30.0% | +24.2% |
| 3M | +8.7% | -11.2% | +19.9% | +10.4% |
| 6M | -10.1% | +4.3% | -14.4% | -11.7% |
| YTD | -45.7% | -6.4% | -39.3% | -46.0% |
| 1Y | -45.1% | -2.6% | -42.5% | -46.1% |
| 3Y | -26.9% | +210.6% | -237.5% | -46.8% |
| 5Y | -40.0% | -57.6% | +17.6% | -54.3% |
| All | +1.6% | -23.4% | +24.9% | -25.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling