-44.6%
INTU vs AMDL
+92.1%
-136.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.7% | -2.0% | +0.7% |
| 7D | -1.2% | +5.4% | -6.6% | -1.0% |
| 30D | +12.4% | -36.6% | +49.1% | +12.5% |
| 3M | +2.3% | -1.0% | +3.2% | +2.3% |
| 6M | -13.3% | -12.1% | -1.2% | -14.2% |
| YTD | -47.9% | +215.1% | -263.0% | -52.5% |
| 1Y | -47.2% | +130.4% | -177.5% | -50.9% |
| All | -44.6% | +92.1% | -136.7% | -55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 AMDL 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