+15,309.0%
INTU vs APH
+130,457.2%
-115,148.3%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -9.3% | +8.8% | +2.7% |
| 7D | +7.1% | -12.7% | +19.9% | +11.7% |
| 30D | +23.0% | -19.2% | +42.2% | +31.0% |
| 3M | +8.7% | -16.7% | +25.4% | +13.5% |
| 6M | -10.1% | +5.1% | -15.2% | -15.6% |
| YTD | -45.7% | +6.6% | -52.2% | -50.8% |
| 1Y | -45.1% | +3.9% | -49.0% | -50.0% |
| 3Y | -26.9% | +246.0% | -272.9% | -58.9% |
| 5Y | -40.0% | +268.0% | -307.9% | -66.5% |
| 10Y | +265.4% | +868.2% | -602.8% | +47.2% |
| All | +15,309.0% | +130,457.2% | -115,148.3% | +1,963.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling