+1,647.6%
INTU vs AMP
+1,943.9%
-296.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.5% | -0.3% |
| 7D | -4.1% | +1.2% | -5.3% | -4.6% |
| 30D | +12.8% | +4.4% | +8.4% | +11.0% |
| 3M | +2.1% | -8.8% | +10.9% | +5.7% |
| 6M | -11.5% | +9.9% | -21.4% | -14.5% |
| YTD | -47.9% | +6.1% | -54.0% | -49.3% |
| 1Y | -47.7% | +10.6% | -58.2% | -49.9% |
| 3Y | -34.0% | +58.8% | -92.8% | -45.3% |
| 5Y | -43.5% | +79.0% | -122.5% | -55.1% |
| 10Y | +231.1% | +461.5% | -230.4% | +69.1% |
| All | +1,647.6% | +1,943.9% | -296.4% | +443.5% |
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