-44.3%
INTU vs AMIX
-100.0%
+55.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.6% | +5.1% | -0.5% |
| 7D | +7.1% | -25.5% | +32.6% | +7.3% |
| 30D | +23.0% | -56.2% | +79.2% | +23.5% |
| 3M | +8.7% | -87.4% | +96.1% | +9.9% |
| 6M | -10.1% | -80.9% | +70.8% | -11.3% |
| YTD | -45.7% | -86.8% | +41.2% | -46.1% |
| 1Y | -45.1% | -91.3% | +46.2% | -45.4% |
| All | -44.3% | -100.0% | +55.7% | -43.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling