-42.6%
INTU vs AMCR
-10.2%
-32.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.7% | +1.2% | -0.7% |
| 7D | -8.5% | -6.3% | -2.2% | -6.5% |
| 30D | -6.1% | -7.1% | +1.0% | -3.8% |
| 3M | +7.3% | +12.7% | -5.3% | +3.3% |
| 6M | -33.2% | +5.2% | -38.4% | -34.7% |
| YTD | -52.2% | +8.1% | -60.2% | -54.5% |
| 1Y | -52.7% | +11.7% | -64.4% | -55.8% |
| 3Y | -41.6% | +9.9% | -51.5% | -48.5% |
| 5Y | -42.6% | -8.7% | -34.0% | -40.9% |
| All | -42.6% | -10.2% | -32.4% | -40.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling