+196.6%
AMD vs INTU
-41.2%
+237.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -0.5% | -16.8% | -17.1% |
| 7D | -28.6% | +7.1% | -35.7% | -30.6% |
| 30D | -37.7% | +23.0% | -60.7% | -43.2% |
| 3M | -16.1% | +8.7% | -24.8% | -21.0% |
| 6M | +13.8% | -10.1% | +23.9% | +12.1% |
| YTD | +88.8% | -45.7% | +134.5% | +147.8% |
| 1Y | +57.8% | -45.1% | +102.9% | +104.8% |
| 3Y | +260.3% | -26.9% | +287.2% | +250.7% |
| 5Y | +196.6% | -40.0% | +236.6% | +220.7% |
| All | +196.6% | -41.2% | +237.8% | +220.7% |
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