-45.2%
INTU vs AMT
+13.5%
-58.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.0% | -0.6% | +2.6% |
| 7D | +8.7% | +6.0% | +2.6% | +7.3% |
| 30D | +25.9% | +20.1% | +5.8% | +21.2% |
| 3M | +10.7% | +12.4% | -1.7% | +8.1% |
| 6M | -11.6% | +9.9% | -21.5% | -14.5% |
| YTD | -45.4% | +14.4% | -59.8% | -46.9% |
| 1Y | -45.2% | +12.4% | -57.7% | -46.6% |
| All | -45.2% | +13.5% | -58.7% | -46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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