+591.6%
AMZN vs INTU
+251.7%
+340.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.0% | +3.9% | +3.4% |
| 7D | +8.7% | -3.9% | +12.6% | +10.7% |
| 30D | +1.7% | +11.7% | -10.0% | -4.2% |
| 3M | -2.8% | +4.5% | -7.2% | -6.3% |
| 6M | -2.1% | -13.9% | +11.8% | +0.1% |
| YTD | +15.6% | -48.2% | +63.9% | +52.7% |
| 1Y | +9.2% | -47.1% | +56.4% | +42.0% |
| 3Y | +89.9% | -32.5% | +122.3% | +105.2% |
| 5Y | +49.3% | -42.6% | +91.8% | +69.9% |
| 10Y | +591.6% | +235.3% | +356.3% | +202.3% |
| All | +591.6% | +251.7% | +340.0% | +202.3% |
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