+1,655.4%
INTU vs AMP
+1,967.6%
-312.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.7% | 0.0% |
| 7D | +0.1% | +3.9% | -3.9% | -1.4% |
| 30D | +10.1% | +5.1% | +5.0% | +8.0% |
| 3M | -4.2% | -8.7% | +4.5% | -0.9% |
| 6M | -7.2% | +11.4% | -18.7% | -10.9% |
| YTD | -47.7% | +7.3% | -55.0% | -49.3% |
| 1Y | -46.7% | +14.6% | -61.3% | -49.6% |
| 3Y | -34.1% | +61.2% | -95.3% | -45.7% |
| 5Y | -43.3% | +81.0% | -124.3% | -55.1% |
| 10Y | +232.6% | +468.0% | -235.4% | +69.1% |
| All | +1,655.4% | +1,967.6% | -312.2% | +443.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling