-49.7%
INTU vs APH
-25.2%
-24.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -47.8% | +40.4% | -8.0% |
| 7D | -4.4% | -48.7% | +44.3% | -5.3% |
| 30D | +1.5% | -51.9% | +53.4% | -0.5% |
| 3M | +10.7% | -43.6% | +54.2% | +11.2% |
| 6M | -23.8% | -37.5% | +13.7% | -22.3% |
| YTD | -49.3% | -38.6% | -10.7% | -48.7% |
| 1Y | -49.7% | -26.3% | -23.3% | -48.6% |
| All | -49.7% | -25.2% | -24.4% | -48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 1y: compounded portfolio wealth divided by compounded APH 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…
1y analysis · Full analysis span regression · 6 months rolling