+66.9%
AMAT vs INTU
-47.1%
+114.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.4% | -3.2% | -2.6% |
| 7D | +11.4% | +0.1% | +11.3% | +11.4% |
| 30D | -17.0% | +10.1% | -27.1% | -13.3% |
| 3M | -30.6% | -4.2% | -26.4% | -30.5% |
| 6M | -14.9% | -7.2% | -7.7% | -9.6% |
| YTD | +44.7% | -47.7% | +92.4% | +51.0% |
| 1Y | +66.9% | -46.7% | +113.6% | +74.2% |
| All | +66.9% | -47.1% | +114.0% | +74.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling