-45.2%
INTU vs RGTI
-69.7%
+24.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.3% | +3.5% |
| 7D | +8.7% | -9.6% | +18.3% | +8.1% |
| 30D | +25.9% | -26.0% | +51.9% | +24.0% |
| 3M | +10.7% | -35.8% | +46.5% | +8.4% |
| 6M | -11.6% | -36.7% | +25.1% | -11.4% |
| YTD | -45.4% | -49.4% | +4.0% | -45.0% |
| 1Y | -45.2% | -68.1% | +22.9% | -43.3% |
| All | -45.2% | -69.7% | +24.5% | -43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 RGTI 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