-21.7%
INTU vs APLD
+201.5%
-223.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -14.7% | +14.2% | -0.2% |
| 7D | +7.1% | -27.0% | +34.1% | +7.8% |
| 30D | +23.0% | -44.1% | +67.1% | +24.4% |
| 3M | +8.7% | -52.6% | +61.3% | +10.2% |
| 6M | -10.1% | -64.5% | +54.4% | -8.7% |
| YTD | -45.7% | -42.2% | -3.5% | -46.4% |
| 1Y | -45.1% | -57.2% | +12.1% | -45.3% |
| 3Y | -26.9% | +159.5% | -186.4% | -37.7% |
| All | -21.7% | +201.5% | -223.2% | -38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APLD.
Daily Out/Under-Performance
Portfolio return minus APLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APLD 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 APLD 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