+85.6%
AMZN vs INTU
-29.7%
+115.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.8% | +3.4% | +0.5% |
| 7D | +7.9% | +0.1% | +7.8% | +7.9% |
| 30D | -0.2% | +15.4% | -15.7% | -3.6% |
| 3M | -4.8% | +6.6% | -11.3% | -6.6% |
| 6M | -5.7% | -11.3% | +5.6% | -4.8% |
| YTD | +12.3% | -47.7% | +60.1% | +39.6% |
| 1Y | +6.7% | -47.0% | +53.7% | +31.5% |
| 3Y | +85.6% | -29.9% | +115.5% | +89.0% |
| All | +85.6% | -29.7% | +115.3% | +89.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling