-34.1%
INTU vs APA
+45.9%
-80.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | +0.3% |
| 7D | +0.1% | +8.5% | -8.5% | -0.8% |
| 30D | +10.1% | +2.8% | +7.3% | +9.5% |
| 3M | -4.2% | +21.7% | -25.9% | -6.6% |
| 6M | -7.2% | +32.6% | -39.9% | -10.5% |
| YTD | -47.7% | +103.7% | -151.4% | -51.8% |
| 1Y | -46.7% | +101.8% | -148.5% | -50.9% |
| 3Y | -34.1% | +48.1% | -82.1% | -40.5% |
| All | -34.1% | +45.9% | -80.0% | -40.5% |
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