-38.1%
INTU vs APH
+89.1%
-127.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -47.8% | +40.4% | -1.7% |
| 7D | -4.4% | -48.7% | +44.3% | +1.7% |
| 30D | +1.5% | -51.9% | +53.4% | +8.6% |
| 3M | +10.7% | -43.6% | +54.2% | +14.9% |
| 6M | -23.8% | -37.5% | +13.7% | -23.0% |
| YTD | -49.3% | -38.6% | -10.7% | -50.0% |
| 1Y | -49.7% | -26.3% | -23.3% | -54.4% |
| All | -38.1% | +89.1% | -127.2% | -69.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling