-58.5%
INTU vs AMRZ
-20.3%
-38.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | -0.4% |
| 7D | -9.2% | -8.1% | -1.0% | -9.1% |
| 30D | -7.0% | -14.8% | +7.8% | -7.1% |
| 3M | +10.5% | -19.7% | +30.3% | +10.4% |
| 6M | -30.6% | -30.8% | +0.2% | -30.1% |
| YTD | -52.3% | -24.3% | -28.0% | -52.7% |
| 1Y | -51.8% | -24.0% | -27.8% | -52.5% |
| All | -58.5% | -20.3% | -38.2% | -59.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling