-40.6%
INTU vs AMCR
+8.2%
-48.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.8% | -2.3% | -4.0% |
| 7D | -7.5% | -1.8% | -5.7% | -7.4% |
| 30D | -1.9% | -6.0% | +4.1% | -1.4% |
| 3M | +4.9% | +18.9% | -14.1% | +4.0% |
| 6M | -33.2% | +5.7% | -38.9% | -32.8% |
| YTD | -51.4% | +11.1% | -62.5% | -52.0% |
| 1Y | -52.0% | +12.7% | -64.7% | -52.7% |
| All | -40.6% | +8.2% | -48.7% | -43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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