+243.1%
INTU vs AMT
+113.8%
+129.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.7% | -1.1% | -2.6% |
| 7D | +0.1% | +0.5% | -0.4% | -0.1% |
| 30D | +15.4% | +13.6% | +1.8% | +8.6% |
| 3M | +6.6% | +11.5% | -4.9% | +1.2% |
| 6M | -11.3% | +6.9% | -18.2% | -14.5% |
| YTD | -47.7% | +10.8% | -58.5% | -51.0% |
| 1Y | -47.0% | +10.3% | -57.3% | -50.3% |
| 3Y | -29.9% | +12.4% | -42.3% | -39.0% |
| 5Y | -42.2% | -20.1% | -22.1% | -39.1% |
| All | +243.1% | +113.8% | +129.3% | +154.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling