+14,729.7%
INTU vs APA
+601.6%
+14,128.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.6% | -6.4% | -4.1% |
| 7D | +0.1% | -15.5% | +15.6% | +2.5% |
| 30D | +15.4% | +2.4% | +13.0% | +14.7% |
| 3M | +6.6% | +22.8% | -16.2% | +2.9% |
| 6M | -11.3% | +17.9% | -29.2% | -14.0% |
| YTD | -47.7% | +87.7% | -135.4% | -53.0% |
| 1Y | -47.0% | +94.2% | -141.2% | -52.7% |
| 3Y | -29.9% | +27.2% | -57.1% | -35.3% |
| 5Y | -42.2% | +74.1% | -116.4% | -50.4% |
| 10Y | +251.7% | +2.6% | +249.0% | +174.0% |
| All | +14,729.7% | +601.6% | +14,128.0% | +10,282.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling