-45.2%
INTU vs AMP
+18.6%
-63.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.5% | -1.0% | +1.3% |
| 7D | +8.7% | +7.7% | +1.0% | +4.9% |
| 30D | +25.9% | +6.6% | +19.3% | +22.1% |
| 3M | +10.7% | -4.7% | +15.5% | +12.9% |
| 6M | -11.6% | +12.9% | -24.5% | -15.3% |
| YTD | -45.4% | +8.6% | -54.0% | -46.4% |
| 1Y | -45.2% | +18.2% | -63.5% | -48.9% |
| All | -45.2% | +18.6% | -63.8% | -48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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