+14,280.4%
INTU vs APH
+150,525.2%
-136,244.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.9% | -4.2% | -3.7% |
| 7D | -7.1% | +5.0% | -12.0% | -8.7% |
| 30D | +1.5% | -3.9% | +5.3% | +2.3% |
| 3M | +10.7% | +13.0% | -2.3% | +3.8% |
| 6M | -23.8% | +25.2% | -49.0% | -32.3% |
| YTD | -49.3% | +22.9% | -72.2% | -55.7% |
| 1Y | -49.7% | +47.8% | -97.5% | -59.3% |
| 3Y | -38.0% | +283.0% | -321.0% | -65.8% |
| 5Y | -38.7% | +349.7% | -388.4% | -67.7% |
| 10Y | +221.3% | +1,061.2% | -839.9% | +23.4% |
| All | +14,280.4% | +150,525.2% | -136,244.8% | +1,759.2% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling