+233.5%
INTU vs AMBA
+7.9%
+225.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.5% | -2.9% | -0.1% |
| 7D | -3.9% | +2.6% | -6.5% | -4.7% |
| 30D | +12.0% | -3.6% | +15.6% | +12.2% |
| 3M | +2.3% | -24.6% | +26.9% | +7.2% |
| 6M | -12.1% | -21.6% | +9.5% | -13.0% |
| YTD | -47.5% | -11.8% | -35.8% | -50.5% |
| 1Y | -46.9% | -33.2% | -13.7% | -46.6% |
| 3Y | -33.5% | +24.5% | -58.0% | -47.5% |
| 5Y | -41.2% | -67.7% | +26.4% | -40.1% |
| 10Y | +233.5% | +4.7% | +228.8% | +120.9% |
| All | +233.5% | +7.9% | +225.6% | +120.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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