+233.5%
INTU vs RCAT
-99.7%
+333.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.9% | -1.3% | +0.6% |
| 7D | -3.9% | +7.2% | -11.2% | -4.0% |
| 30D | +12.0% | -20.4% | +32.4% | +12.1% |
| 3M | +2.3% | -59.8% | +62.1% | +3.0% |
| 6M | -12.1% | -61.9% | +49.8% | -11.6% |
| YTD | -47.5% | -45.9% | -1.6% | -47.5% |
| 1Y | -46.9% | -50.5% | +3.6% | -46.8% |
| 3Y | -33.5% | +387.5% | -421.0% | -35.1% |
| 5Y | -41.2% | +70.9% | -112.2% | -42.5% |
| 10Y | +233.5% | -99.7% | +333.2% | +212.9% |
| All | +233.5% | -99.7% | +333.2% | +212.9% |
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