+237.9%
INTU vs RCAT
-99.6%
+337.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -6.4% | +7.1% | +0.7% |
| 7D | -1.2% | -5.6% | +4.4% | -1.2% |
| 30D | +12.4% | -27.0% | +39.5% | +12.7% |
| 3M | +2.3% | -57.9% | +60.2% | +2.9% |
| 6M | -13.3% | -59.4% | +46.1% | -12.9% |
| YTD | -47.9% | -46.9% | -1.0% | -47.8% |
| 1Y | -47.2% | -54.0% | +6.9% | -47.1% |
| 3Y | -33.9% | +378.4% | -412.3% | -35.6% |
| 5Y | -41.3% | +61.9% | -103.3% | -42.6% |
| 10Y | +237.9% | -99.6% | +337.5% | +216.6% |
| All | +237.9% | -99.6% | +337.5% | +216.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 10y: compounded portfolio wealth divided by compounded RCAT 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…
10y analysis · Full analysis span regression · 6 months rolling