-24.6%
INTU vs APLD
+239.8%
-264.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.8% | +6.2% | +0.6% |
| 7D | +0.1% | +2.7% | -2.6% | 0.0% |
| 30D | +10.1% | -21.4% | +31.5% | +10.5% |
| 3M | -4.2% | -47.8% | +43.7% | -3.1% |
| 6M | -7.2% | -64.9% | +57.7% | -5.5% |
| YTD | -47.7% | -34.9% | -12.8% | -48.6% |
| 1Y | -46.7% | -30.7% | -16.0% | -47.9% |
| 3Y | -34.1% | +305.3% | -339.4% | -44.9% |
| All | -24.6% | +239.8% | -264.4% | -41.2% |
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