+579.8%
INTU vs AMCR
+100.2%
+479.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.2% | -3.3% |
| 7D | -7.1% | -1.9% | -5.2% | -6.7% |
| 30D | +1.5% | -4.1% | +5.5% | +2.5% |
| 3M | +10.7% | +21.7% | -11.0% | +5.4% |
| 6M | -23.8% | +1.5% | -25.3% | -24.6% |
| YTD | -49.3% | +13.1% | -62.4% | -51.6% |
| 1Y | -49.7% | +13.0% | -62.6% | -52.0% |
| 3Y | -38.0% | +6.9% | -44.9% | -40.9% |
| 5Y | -38.7% | -10.5% | -28.3% | -38.3% |
| 10Y | +221.3% | +20.9% | +200.5% | +188.3% |
| All | +579.8% | +100.2% | +479.6% | +522.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling