+47.3%
AMZN vs INTU
-38.8%
+86.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.2% | +1.4% |
| 7D | -3.0% | -7.1% | +4.1% | +0.2% |
| 30D | -5.2% | +1.5% | -6.6% | -6.2% |
| 3M | +1.9% | +10.7% | -8.8% | -4.1% |
| 6M | +19.2% | -23.8% | +43.1% | +29.3% |
| YTD | +12.0% | -49.3% | +61.3% | +52.4% |
| 1Y | +9.7% | -49.7% | +59.3% | +49.3% |
| 3Y | +87.2% | -38.0% | +125.2% | +112.9% |
| All | +47.3% | -38.8% | +86.1% | +49.1% |
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