-46.7%
INTU vs AMC
+33.2%
-79.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.7% | +3.1% | +0.6% |
| 7D | +0.1% | +3.5% | -3.4% | -0.2% |
| 30D | +10.1% | +12.5% | -2.4% | +9.1% |
| 3M | -4.2% | +23.6% | -27.8% | -6.0% |
| 6M | -7.2% | +144.4% | -151.6% | -15.4% |
| YTD | -47.7% | +108.3% | -156.0% | -51.8% |
| 1Y | -46.7% | +38.9% | -85.6% | -47.7% |
| All | -46.7% | +33.2% | -79.9% | -47.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling