+235.3%
INTU vs RGEN
+508.6%
-273.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.1% | -4.1% | -1.8% |
| 7D | -3.9% | +3.5% | -7.4% | -5.0% |
| 30D | +11.7% | +2.9% | +8.8% | +10.4% |
| 3M | +4.5% | +9.2% | -4.7% | +0.6% |
| 6M | -13.9% | +44.9% | -58.8% | -24.6% |
| YTD | -48.2% | +9.2% | -57.4% | -51.1% |
| 1Y | -47.1% | +25.3% | -72.4% | -52.2% |
| 3Y | -32.5% | +21.7% | -54.2% | -42.5% |
| 5Y | -42.6% | -34.5% | -8.1% | -44.0% |
| 10Y | +235.3% | +478.9% | -243.6% | +83.5% |
| All | +235.3% | +508.6% | -273.3% | +83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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