-38.1%
INTU vs RBA
+36.9%
-75.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.3% | -3.7% | -3.5% |
| 7D | -7.1% | -2.9% | -4.2% | -6.4% |
| 30D | +1.5% | -12.3% | +13.7% | +4.7% |
| 3M | +10.7% | -20.5% | +31.2% | +16.4% |
| 6M | -23.8% | -18.5% | -5.3% | -20.5% |
| YTD | -49.3% | -18.2% | -31.1% | -47.3% |
| 1Y | -49.7% | -27.5% | -22.2% | -46.1% |
| All | -38.1% | +36.9% | -75.1% | -43.7% |
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