-49.7%
INTU vs AMRZ
-14.5%
-35.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -2.9% | -3.4% |
| 7D | -7.1% | -1.9% | -5.2% | -7.1% |
| 30D | +1.5% | -16.9% | +18.4% | +1.1% |
| 3M | +10.7% | -19.2% | +29.9% | +10.3% |
| 6M | -23.8% | -29.3% | +5.4% | -22.6% |
| YTD | -49.3% | -18.0% | -31.3% | -49.9% |
| 1Y | -49.7% | -15.1% | -34.6% | -51.2% |
| All | -49.7% | -14.5% | -35.2% | -51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 1y: compounded portfolio wealth divided by compounded AMRZ 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…
1y analysis · Full analysis span regression · 6 months rolling