+243.1%
INTU vs APH
+894.6%
-651.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +4.1% | -7.9% | -5.6% |
| 7D | +0.1% | -5.9% | +6.1% | +2.1% |
| 30D | +15.4% | -14.8% | +30.2% | +22.3% |
| 3M | +6.6% | -12.4% | +19.0% | +10.0% |
| 6M | -11.3% | +8.1% | -19.4% | -21.0% |
| YTD | -47.7% | +10.9% | -58.7% | -57.1% |
| 1Y | -47.0% | +8.8% | -55.8% | -56.3% |
| 3Y | -29.9% | +262.1% | -292.0% | -78.9% |
| 5Y | -42.2% | +283.1% | -325.3% | -83.3% |
| All | +243.1% | +894.6% | -651.5% | -51.6% |
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 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