-52.7%
INTU vs AMRZ
-24.7%
-28.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.3% | +0.8% | -1.6% |
| 7D | -8.5% | -4.7% | -3.8% | -8.4% |
| 30D | -6.1% | -11.3% | +5.2% | -6.2% |
| 3M | +7.3% | -22.1% | +29.4% | +6.9% |
| 6M | -33.2% | -29.6% | -3.6% | -32.6% |
| YTD | -52.2% | -23.3% | -28.9% | -52.7% |
| 1Y | -52.7% | -23.7% | -29.0% | -54.2% |
| All | -52.7% | -24.7% | -28.0% | -54.2% |
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