-17.9%
INTU vs RGTI
+54.2%
-72.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.7% | +2.1% | +2.8% |
| 7D | -3.3% | +0.5% | -3.8% | -3.4% |
| 30D | -3.9% | -17.1% | +13.2% | -3.2% |
| 3M | +16.6% | -26.0% | +42.6% | +17.7% |
| 6M | -26.4% | -9.9% | -16.6% | -27.3% |
| YTD | -51.0% | -31.1% | -19.9% | -51.0% |
| 1Y | -50.8% | -8.5% | -42.3% | -52.1% |
| 3Y | -40.1% | +652.2% | -692.3% | -54.4% |
| 5Y | -41.2% | +56.8% | -98.0% | -50.1% |
| All | -17.9% | +54.2% | -72.2% | -31.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling