-40.7%
INTU vs APTV
-54.7%
+14.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.6% | +0.5% | -3.6% |
| 7D | -7.5% | +2.0% | -9.5% | -7.8% |
| 30D | -1.9% | -7.7% | +5.8% | -1.0% |
| 3M | +4.9% | -34.0% | +38.9% | +10.2% |
| 6M | -33.2% | -37.1% | +3.9% | -29.2% |
| YTD | -51.4% | -39.9% | -11.5% | -48.1% |
| 1Y | -52.0% | -44.4% | -7.5% | -48.1% |
| 3Y | -40.7% | -54.5% | +13.8% | -34.6% |
| All | -40.7% | -54.7% | +14.0% | -34.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling