+235.3%
INTU vs APA
+0.9%
+234.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | -3.9% | -8.7% | +4.8% | -2.9% |
| 30D | +11.7% | -2.4% | +14.1% | +11.8% |
| 3M | +4.5% | +19.0% | -14.5% | +1.7% |
| 6M | -13.9% | +26.8% | -40.7% | -17.0% |
| YTD | -48.2% | +87.3% | -135.6% | -52.9% |
| 1Y | -47.1% | +92.3% | -139.4% | -52.2% |
| 3Y | -32.5% | +37.3% | -69.7% | -37.8% |
| 5Y | -42.6% | +73.2% | -115.8% | -49.6% |
| 10Y | +235.3% | -0.9% | +236.2% | +148.7% |
| All | +235.3% | +0.9% | +234.4% | +148.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 10y: compounded portfolio wealth divided by compounded APA 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…
10y analysis · Full analysis span regression · 6 months rolling