+211.0%
INTU vs APTV
-21.3%
+232.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.7% | +1.1% | -0.8% |
| 7D | -8.5% | -1.2% | -7.3% | -8.2% |
| 30D | -6.1% | -10.6% | +4.5% | -3.0% |
| 3M | +7.3% | -35.0% | +42.3% | +20.8% |
| 6M | -33.2% | -38.9% | +5.7% | -24.4% |
| YTD | -52.2% | -41.5% | -10.7% | -45.3% |
| 1Y | -52.7% | -45.8% | -6.9% | -44.7% |
| 3Y | -41.6% | -55.7% | +14.1% | -30.1% |
| 5Y | -42.6% | -70.1% | +27.5% | -23.7% |
| 10Y | +211.0% | -19.1% | +230.1% | +211.5% |
| All | +211.0% | -21.3% | +232.4% | +211.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling