-46.2%
INTU vs AMIX
-100.0%
+53.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -20.0% | +20.6% | +0.8% |
| 7D | -3.9% | -8.1% | +4.1% | -3.9% |
| 30D | +12.0% | -52.3% | +64.2% | +12.4% |
| 3M | +2.3% | -83.8% | +86.1% | +3.3% |
| 6M | -12.1% | -79.0% | +66.9% | -13.4% |
| YTD | -47.5% | -87.2% | +39.6% | -48.0% |
| 1Y | -46.9% | -91.7% | +44.8% | -47.2% |
| All | -46.2% | -100.0% | +53.8% | -45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 10y: compounded portfolio wealth divided by compounded AMIX 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…
10y analysis · Full analysis span regression · 6 months rolling