-46.9%
INTU vs AMIX
-91.8%
+44.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -20.0% | +20.6% | +0.7% |
| 7D | -3.9% | -8.1% | +4.1% | -3.9% |
| 30D | +12.0% | -52.3% | +64.2% | +12.2% |
| 3M | +2.3% | -83.8% | +86.1% | +2.9% |
| 6M | -12.1% | -79.0% | +66.9% | -16.0% |
| YTD | -47.5% | -87.2% | +39.6% | -50.3% |
| 1Y | -46.9% | -91.7% | +44.8% | -50.0% |
| All | -46.9% | -91.8% | +44.9% | -50.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling