+223.4%
INTU vs APH
+1,060.9%
-837.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.9% | -4.2% | -3.8% |
| 7D | -7.1% | +5.0% | -12.0% | -9.4% |
| 30D | +1.5% | -3.9% | +5.3% | +2.6% |
| 3M | +10.7% | +13.0% | -2.3% | +0.4% |
| 6M | -23.8% | +25.2% | -49.0% | -36.6% |
| YTD | -49.3% | +22.9% | -72.2% | -59.4% |
| 1Y | -49.7% | +47.8% | -97.5% | -65.4% |
| 3Y | -38.0% | +283.0% | -321.0% | -81.1% |
| 5Y | -38.7% | +349.7% | -388.4% | -83.4% |
| All | +223.4% | +1,060.9% | -837.5% | -57.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling