-45.2%
INTU vs APH
+16.5%
-61.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -6.2% | +9.6% | +1.9% |
| 7D | +8.7% | -2.4% | +11.1% | +8.1% |
| 30D | +25.9% | -9.5% | +35.3% | +23.7% |
| 3M | +10.7% | -7.6% | +18.3% | +9.8% |
| 6M | -11.6% | +12.4% | -24.0% | -9.2% |
| YTD | -45.4% | +17.5% | -62.9% | -44.0% |
| 1Y | -45.2% | +16.4% | -61.6% | -43.9% |
| All | -45.2% | +16.5% | -61.7% | -43.9% |
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