+424.6%
INTU vs AMC
-97.8%
+522.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -12.5% | +12.0% | -0.2% |
| 7D | +7.1% | 0.0% | +7.1% | +7.1% |
| 30D | +23.0% | +4.4% | +18.6% | +22.8% |
| 3M | +8.7% | +15.4% | -6.6% | +8.1% |
| 6M | -10.1% | +93.7% | -103.8% | -12.2% |
| YTD | -45.7% | +97.4% | -143.1% | -47.1% |
| 1Y | -45.1% | +23.2% | -68.3% | -45.9% |
| 3Y | -26.9% | -71.3% | +44.4% | -26.5% |
| 5Y | -40.0% | -99.3% | +59.3% | -36.7% |
| 10Y | +265.4% | -98.7% | +364.1% | +280.9% |
| All | +424.6% | -97.8% | +522.4% | +406.9% |
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