+211.1%
INTU vs APA
-0.7%
+211.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.8% | -6.0% | -4.4% |
| 7D | -7.5% | -1.7% | -5.8% | -7.3% |
| 30D | -1.9% | +15.7% | -17.7% | -3.9% |
| 3M | +4.9% | +16.5% | -11.6% | +2.4% |
| 6M | -33.2% | +35.1% | -68.3% | -36.2% |
| YTD | -51.4% | +82.2% | -133.6% | -55.5% |
| 1Y | -52.0% | +102.5% | -154.4% | -56.9% |
| 3Y | -40.7% | +10.3% | -51.0% | -43.6% |
| 5Y | -41.7% | +166.1% | -207.8% | -51.5% |
| 10Y | +211.1% | -4.9% | +216.0% | +133.1% |
| All | +211.1% | -0.7% | +211.8% | +133.1% |
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