+1,601.2%
INTU vs AMP
+2,123.7%
-522.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.8% | -2.6% | -3.1% |
| 7D | -7.1% | +0.2% | -7.3% | -7.2% |
| 30D | +1.5% | -0.1% | +1.5% | +1.5% |
| 3M | +10.7% | +23.6% | -12.9% | +2.3% |
| 6M | -23.8% | +20.4% | -44.2% | -29.1% |
| YTD | -49.3% | +15.4% | -64.7% | -52.2% |
| 1Y | -49.7% | +11.0% | -60.6% | -51.9% |
| 3Y | -38.0% | +70.5% | -108.5% | -50.0% |
| 5Y | -38.7% | +121.4% | -160.1% | -54.9% |
| 10Y | +221.3% | +575.6% | -354.2% | +53.5% |
| All | +1,601.2% | +2,123.7% | -522.5% | +412.8% |
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