-52.0%
INTU vs RGEN
+37.7%
-89.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.6% | -4.7% | -4.2% |
| 7D | -7.5% | -0.9% | -6.7% | -7.4% |
| 30D | -1.9% | +2.8% | -4.8% | -2.3% |
| 3M | +4.9% | +34.5% | -29.6% | +0.4% |
| 6M | -33.2% | +40.5% | -73.7% | -36.5% |
| YTD | -51.4% | +2.8% | -54.3% | -51.4% |
| 1Y | -52.0% | +39.6% | -91.6% | -52.8% |
| All | -52.0% | +37.7% | -89.7% | -52.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling