-47.0%
INTU vs RBA
-3.3%
-43.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.3% | -2.4% | -3.4% |
| 7D | +0.1% | +4.3% | -4.2% | -1.1% |
| 30D | +15.4% | +16.3% | -0.9% | +10.4% |
| 3M | +6.6% | +1.3% | +5.3% | +5.3% |
| 6M | -11.3% | -11.1% | -0.2% | -10.6% |
| YTD | -47.7% | -8.5% | -39.3% | -48.8% |
| 1Y | -47.0% | -2.1% | -44.9% | -49.2% |
| All | -47.0% | -3.3% | -43.7% | -49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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