+4,960.7%
INTU vs RBA
+4,118.8%
+841.9%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.5% |
| 7D | -1.2% | +3.2% | -4.5% | -2.1% |
| 30D | +12.4% | +12.0% | +0.4% | +8.8% |
| 3M | +2.3% | +2.9% | -0.6% | +1.3% |
| 6M | -13.3% | -6.3% | -7.1% | -12.3% |
| YTD | -47.9% | -5.9% | -42.0% | -47.6% |
| 1Y | -47.2% | -3.9% | -43.3% | -47.1% |
| 3Y | -33.9% | +64.9% | -98.8% | -44.1% |
| 5Y | -41.3% | +48.5% | -89.8% | -49.8% |
| 10Y | +237.9% | +211.8% | +26.1% | +128.8% |
| All | +4,960.7% | +4,118.8% | +841.9% | +1,409.1% |
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