-33.9%
INTU vs RBA
+64.0%
-97.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.8% |
| 7D | -3.9% | +0.6% | -4.5% | -4.1% |
| 30D | +12.0% | +9.0% | +3.0% | +9.2% |
| 3M | +2.3% | +7.2% | -4.8% | +0.1% |
| 6M | -12.1% | -7.8% | -4.3% | -11.2% |
| YTD | -47.5% | -6.4% | -41.2% | -47.5% |
| 1Y | -46.9% | -4.2% | -42.7% | -47.2% |
| All | -33.9% | +64.0% | -97.9% | -40.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling