-45.2%
INTU vs APTV
-46.4%
+1.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.6% | -1.2% | +3.2% |
| 7D | +8.7% | -1.9% | +10.5% | +8.7% |
| 30D | +25.9% | -1.4% | +27.3% | +25.9% |
| 3M | +10.7% | -9.3% | +20.1% | +10.8% |
| 6M | -11.6% | -27.3% | +15.8% | -11.3% |
| YTD | -45.4% | -43.1% | -2.3% | -41.8% |
| 1Y | -45.2% | -46.5% | +1.3% | -40.8% |
| All | -45.2% | -46.4% | +1.1% | -40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 1y: compounded portfolio wealth divided by compounded APTV 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…
1y analysis · Full analysis span regression · 6 months rolling