+389.6%
INTU vs AMC
-98.1%
+487.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +4.3% | -7.7% | -3.5% |
| 7D | -7.1% | +2.3% | -9.4% | -7.1% |
| 30D | +1.5% | -0.7% | +2.2% | +1.4% |
| 3M | +10.7% | +35.2% | -24.5% | +9.4% |
| 6M | -23.8% | +124.6% | -148.4% | -25.9% |
| YTD | -49.3% | +69.9% | -119.2% | -50.3% |
| 1Y | -49.7% | -2.6% | -47.1% | -50.0% |
| 3Y | -38.0% | -79.8% | +41.8% | -37.3% |
| 5Y | -38.7% | -99.4% | +60.7% | -35.1% |
| 10Y | +221.3% | -98.9% | +320.2% | +234.9% |
| All | +389.6% | -98.1% | +487.6% | +375.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling