-49.7%
INTU vs RBRK
+6.4%
-56.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.7% | -5.0% | -3.8% |
| 7D | -7.1% | +0.7% | -7.7% | -7.3% |
| 30D | +1.5% | +10.4% | -9.0% | -2.7% |
| 3M | +10.7% | +21.6% | -11.0% | +2.0% |
| 6M | -23.8% | +70.7% | -94.6% | -36.8% |
| YTD | -49.3% | +22.5% | -71.8% | -56.0% |
| 1Y | -49.7% | +8.2% | -57.9% | -55.9% |
| All | -49.7% | +6.4% | -56.1% | -55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RBRK.
Daily Out/Under-Performance
Portfolio return minus RBRK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBRK 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 RBRK 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