+4,809.5%
INTU vs AMT
+1,311.4%
+3,498.1%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.1% | -2.3% | -3.1% |
| 7D | -7.1% | -0.2% | -6.9% | -7.0% |
| 30D | +1.5% | +4.6% | -3.2% | +0.4% |
| 3M | +10.7% | -8.4% | +19.1% | +13.0% |
| 6M | -23.8% | -6.0% | -17.8% | -22.9% |
| YTD | -49.3% | +2.1% | -51.4% | -49.8% |
| 1Y | -49.7% | -6.4% | -43.3% | -49.2% |
| 3Y | -38.0% | +8.1% | -46.1% | -40.8% |
| 5Y | -38.7% | -31.9% | -6.8% | -34.6% |
| 10Y | +221.3% | +97.1% | +124.2% | +172.4% |
| All | +4,809.5% | +1,311.4% | +3,498.1% | +2,388.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling