-47.5%
INTU vs AMC
+40.5%
-88.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +8.3% | -9.2% | -1.5% |
| 7D | -3.9% | +6.6% | -10.5% | -4.4% |
| 30D | +11.7% | +14.1% | -2.4% | +10.6% |
| 3M | +4.5% | +31.3% | -26.8% | +2.0% |
| 6M | -13.9% | +126.7% | -140.5% | -20.7% |
| YTD | -48.2% | +117.9% | -166.2% | -52.5% |
| All | -47.5% | +40.5% | -88.0% | -47.8% |
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