+235.3%
INTU vs AMC
-98.6%
+333.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +8.3% | -9.2% | -1.2% |
| 7D | -3.9% | +6.6% | -10.5% | -4.1% |
| 30D | +11.7% | +14.1% | -2.4% | +11.3% |
| 3M | +4.5% | +31.3% | -26.8% | +3.6% |
| 6M | -13.9% | +126.7% | -140.5% | -16.0% |
| YTD | -48.2% | +117.9% | -166.2% | -49.6% |
| 1Y | -47.1% | +41.1% | -88.2% | -48.0% |
| 3Y | -32.5% | -61.0% | +28.5% | -32.6% |
| 5Y | -42.6% | -99.1% | +56.6% | -40.1% |
| 10Y | +235.3% | -98.7% | +334.0% | +226.5% |
| All | +235.3% | -98.6% | +333.9% | +226.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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