-40.6%
INTU vs AMP
+66.4%
-106.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.4% | -3.8% |
| 7D | -7.5% | +2.6% | -10.1% | -8.5% |
| 30D | -1.9% | +0.8% | -2.8% | -2.2% |
| 3M | +4.9% | +24.3% | -19.4% | -4.3% |
| 6M | -33.2% | +20.6% | -53.8% | -38.3% |
| YTD | -51.4% | +14.6% | -66.0% | -54.3% |
| 1Y | -52.0% | +14.5% | -66.5% | -54.9% |
| All | -40.6% | +66.4% | -106.9% | -56.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling