-32.5%
INTU vs AMC
-58.4%
+25.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +8.3% | -9.2% | -1.3% |
| 7D | -3.9% | +6.6% | -10.5% | -4.2% |
| 30D | +11.7% | +14.1% | -2.4% | +11.1% |
| 3M | +4.5% | +31.3% | -26.8% | +3.1% |
| 6M | -13.9% | +126.7% | -140.5% | -17.3% |
| YTD | -48.2% | +117.9% | -166.2% | -50.4% |
| 1Y | -47.1% | +41.1% | -88.2% | -48.7% |
| 3Y | -32.5% | -61.0% | +28.5% | -30.1% |
| All | -32.5% | -58.4% | +25.9% | -30.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling