+1,162.1%
AMAT vs INTU
+247.3%
+914.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.8% | +8.0% | +6.0% |
| 7D | -14.7% | +0.1% | -14.8% | -15.0% |
| 30D | -36.1% | +15.4% | -51.5% | -41.3% |
| 3M | -36.9% | +6.6% | -43.4% | -40.9% |
| 6M | -22.2% | -11.3% | -10.9% | -24.6% |
| YTD | +29.9% | -47.7% | +77.6% | +69.5% |
| 1Y | +43.3% | -47.0% | +90.3% | +84.4% |
| 3Y | +142.7% | -29.9% | +172.6% | +144.2% |
| 5Y | +126.2% | -42.2% | +168.4% | +150.3% |
| All | +1,162.1% | +247.3% | +914.8% | +326.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 INTU 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