-43.2%
INTU vs APA
+94.1%
-137.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | +0.2% |
| 7D | +0.1% | +8.5% | -8.5% | -1.2% |
| 30D | +10.1% | +2.8% | +7.3% | +9.3% |
| 3M | -4.2% | +21.7% | -25.9% | -7.6% |
| 6M | -7.2% | +32.6% | -39.9% | -11.9% |
| YTD | -47.7% | +103.7% | -151.4% | -54.0% |
| 1Y | -46.7% | +101.8% | -148.5% | -53.1% |
| 3Y | -34.1% | +48.1% | -82.1% | -40.8% |
| All | -43.2% | +94.1% | -137.3% | -52.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling