-41.2%
INTU vs AMC
-99.1%
+57.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +0.7% |
| 7D | -3.9% | -2.8% | -1.1% | -3.8% |
| 30D | +12.0% | +14.0% | -2.0% | +10.8% |
| 3M | +2.3% | +42.5% | -40.2% | -0.7% |
| 6M | -12.1% | +142.6% | -154.6% | -19.0% |
| YTD | -47.5% | +119.2% | -166.8% | -51.6% |
| 1Y | -46.9% | +40.7% | -87.6% | -49.5% |
| 3Y | -33.5% | -57.3% | +23.8% | -33.3% |
| 5Y | -41.2% | -99.1% | +57.9% | -22.4% |
| All | -41.2% | -99.1% | +57.9% | -22.4% |
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