-42.6%
INTU vs AMP
+120.7%
-163.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.1% |
| 7D | -8.5% | 0.0% | -8.5% | -8.4% |
| 30D | -6.1% | -1.0% | -5.1% | -5.5% |
| 3M | +7.3% | +23.2% | -15.9% | -5.1% |
| 6M | -33.2% | +20.4% | -53.6% | -40.3% |
| YTD | -52.2% | +13.6% | -65.8% | -56.0% |
| 1Y | -52.7% | +13.4% | -66.0% | -56.6% |
| 3Y | -41.6% | +66.5% | -108.1% | -60.7% |
| 5Y | -42.6% | +120.2% | -162.9% | -69.1% |
| All | -42.6% | +120.7% | -163.3% | -69.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling