+237.9%
INTU vs AMBA
+4.3%
+233.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.7% | +1.1% |
| 7D | -1.2% | -2.6% | +1.4% | -1.0% |
| 30D | +12.4% | -10.5% | +22.9% | +14.4% |
| 3M | +2.3% | -26.4% | +28.7% | +7.6% |
| 6M | -13.3% | -20.9% | +7.6% | -14.6% |
| YTD | -47.9% | -14.8% | -33.1% | -50.4% |
| 1Y | -47.2% | -36.1% | -11.1% | -46.4% |
| 3Y | -33.9% | +20.2% | -54.1% | -47.4% |
| 5Y | -41.3% | -67.2% | +25.9% | -40.4% |
| 10Y | +237.9% | +5.0% | +232.9% | +125.0% |
| All | +237.9% | +4.3% | +233.5% | +125.0% |
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