+4,822.7%
INTU vs RBA
+3,565.6%
+1,257.1%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.3% | -3.7% | -3.5% |
| 7D | -7.1% | -2.9% | -4.2% | -6.3% |
| 30D | +1.5% | -12.3% | +13.7% | +5.2% |
| 3M | +10.7% | -20.5% | +31.2% | +17.3% |
| 6M | -23.8% | -18.5% | -5.3% | -19.9% |
| YTD | -49.3% | -18.2% | -31.1% | -46.9% |
| 1Y | -49.7% | -27.5% | -22.2% | -45.5% |
| 3Y | -38.0% | +38.1% | -76.1% | -45.0% |
| 5Y | -38.7% | +44.8% | -83.5% | -47.2% |
| 10Y | +221.3% | +187.1% | +34.2% | +123.2% |
| All | +4,822.7% | +3,565.6% | +1,257.1% | +1,428.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling