-38.5%
INTU vs APA
+8.0%
-46.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.2% | -0.2% | -3.0% |
| 7D | -7.1% | +0.5% | -7.6% | -7.1% |
| 30D | +1.5% | +23.4% | -21.9% | -0.9% |
| 3M | +10.7% | +12.7% | -2.0% | +9.0% |
| 6M | -23.8% | +39.4% | -63.3% | -26.6% |
| YTD | -49.3% | +79.0% | -128.3% | -52.3% |
| 1Y | -49.7% | +88.8% | -138.5% | -53.1% |
| All | -38.5% | +8.0% | -46.5% | -44.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling