+243.1%
INTU vs AMBA
-0.9%
+244.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +6.1% | -9.9% | -5.0% |
| 7D | +0.1% | -7.2% | +7.4% | +1.4% |
| 30D | +15.4% | -10.4% | +25.8% | +17.3% |
| 3M | +6.6% | -30.1% | +36.7% | +13.3% |
| 6M | -11.3% | -22.4% | +11.1% | -12.3% |
| YTD | -47.7% | -17.3% | -30.4% | -49.9% |
| 1Y | -47.0% | -35.4% | -11.6% | -46.5% |
| 3Y | -29.9% | +18.6% | -48.6% | -44.2% |
| 5Y | -42.2% | -69.8% | +27.6% | -40.3% |
| All | +243.1% | -0.9% | +244.0% | +130.4% |
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