-41.7%
INTU vs RGTI
+665.7%
-707.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.2% | -0.4% |
| 7D | -9.2% | -0.1% | -9.0% | -9.2% |
| 30D | -7.0% | -16.2% | +9.2% | -6.6% |
| 3M | +10.5% | -22.0% | +32.6% | +11.1% |
| 6M | -30.6% | -10.8% | -19.8% | -31.1% |
| YTD | -52.3% | -31.6% | -20.8% | -52.3% |
| 1Y | -51.8% | -6.4% | -45.4% | -52.9% |
| All | -41.7% | +665.7% | -707.4% | -50.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling