-42.2%
INTU vs AMC
-99.3%
+57.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.9% | -5.7% | -3.9% |
| 7D | +0.1% | +2.6% | -2.5% | -0.1% |
| 30D | +15.4% | +9.0% | +6.4% | +14.6% |
| 3M | +6.6% | +22.2% | -15.6% | +4.6% |
| 6M | -11.3% | +91.5% | -102.8% | -16.9% |
| YTD | -47.7% | +101.3% | -149.0% | -51.5% |
| 1Y | -47.0% | +20.8% | -67.8% | -49.0% |
| 3Y | -29.9% | -71.3% | +41.4% | -27.3% |
| All | -42.2% | -99.3% | +57.0% | -21.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling