+209.1%
INTU vs AMP
+584.2%
-375.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.5% |
| 7D | -9.2% | -2.0% | -7.1% | -8.2% |
| 30D | -7.0% | -1.7% | -5.4% | -6.2% |
| 3M | +10.5% | +23.2% | -12.7% | -0.3% |
| 6M | -30.6% | +22.2% | -52.8% | -37.3% |
| YTD | -52.3% | +14.0% | -66.3% | -55.6% |
| 1Y | -51.8% | +14.0% | -65.8% | -55.3% |
| 3Y | -41.8% | +67.0% | -108.8% | -56.3% |
| 5Y | -42.8% | +123.2% | -166.0% | -62.8% |
| All | +209.1% | +584.2% | -375.2% | +27.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling