+555.5%
AMZN vs INTU
+209.8%
+345.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.1% | +3.5% | +1.4% |
| 7D | +0.8% | -7.5% | +8.3% | +4.6% |
| 30D | -6.4% | -1.9% | -4.4% | -6.0% |
| 3M | +4.8% | +4.9% | -0.1% | +0.7% |
| 6M | +20.5% | -33.2% | +53.7% | +40.4% |
| YTD | +11.3% | -51.4% | +62.7% | +53.2% |
| 1Y | +9.0% | -52.0% | +60.9% | +50.4% |
| 3Y | +85.9% | -40.7% | +126.6% | +118.3% |
| 5Y | +45.8% | -41.7% | +87.5% | +65.2% |
| 10Y | +555.5% | +211.1% | +344.4% | +190.5% |
| All | +555.5% | +209.8% | +345.7% | +190.5% |
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 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