+247.2%
AMAT vs INTU
-38.8%
+286.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -3.4% | +7.7% | +5.4% |
| 7D | -1.5% | -7.1% | +5.6% | +0.9% |
| 30D | -14.8% | +1.5% | -16.2% | -15.8% |
| 3M | -9.3% | +10.7% | -19.9% | -14.8% |
| 6M | +27.4% | -23.8% | +51.2% | +34.6% |
| YTD | +77.6% | -49.3% | +126.9% | +133.9% |
| 1Y | +188.9% | -49.7% | +238.6% | +280.8% |
| 3Y | +202.3% | -38.0% | +240.3% | +236.6% |
| All | +247.2% | -38.8% | +286.0% | +253.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling