+9.7%
AMZN vs INTU
-49.4%
+59.1%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.2% | +0.1% |
| 7D | -3.0% | -7.1% | +4.1% | -2.5% |
| 30D | -5.2% | +1.5% | -6.6% | -5.2% |
| 3M | +1.9% | +10.7% | -8.8% | +0.7% |
| 6M | +19.2% | -23.8% | +43.1% | +22.0% |
| YTD | +12.0% | -49.3% | +61.3% | +31.5% |
| 1Y | +9.7% | -49.7% | +59.3% | +28.5% |
| All | +9.7% | -49.4% | +59.1% | +28.5% |
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