-40.0%
INTU vs APH
+274.6%
-314.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -9.3% | +8.8% | +2.2% |
| 7D | +7.1% | -12.7% | +19.9% | +10.9% |
| 30D | +23.0% | -19.2% | +42.2% | +30.0% |
| 3M | +8.7% | -16.7% | +25.4% | +12.9% |
| 6M | -10.1% | +5.1% | -15.2% | -17.1% |
| YTD | -45.7% | +6.6% | -52.2% | -53.2% |
| 1Y | -45.1% | +3.9% | -49.0% | -52.3% |
| 3Y | -26.9% | +246.0% | -272.9% | -79.5% |
| 5Y | -40.0% | +268.0% | -307.9% | -84.3% |
| All | -40.0% | +274.6% | -314.6% | -84.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling