-48.0%
INTU vs AMIX
-99.9%
+51.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.9% | -1.4% | -3.4% |
| 7D | -7.1% | -13.7% | +6.6% | -7.0% |
| 30D | +1.5% | -62.1% | +63.5% | +2.0% |
| 3M | +10.7% | -46.2% | +56.8% | +8.7% |
| 6M | -23.8% | -46.4% | +22.6% | -25.2% |
| YTD | -49.3% | -60.3% | +11.0% | -50.0% |
| 1Y | -49.7% | -79.7% | +30.0% | -50.1% |
| All | -48.0% | -99.9% | +51.9% | -47.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling