+236.7%
INTU vs RIG
-46.1%
+282.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.1% | -3.7% | +0.1% |
| 7D | +0.1% | +5.7% | -5.7% | -0.4% |
| 30D | +10.1% | -0.7% | +10.8% | +9.9% |
| 3M | -4.2% | -3.1% | -1.0% | -4.3% |
| 6M | -7.2% | -16.3% | +9.1% | -6.2% |
| YTD | -47.7% | +34.1% | -81.8% | -49.4% |
| 1Y | -46.7% | +38.2% | -84.9% | -48.6% |
| 3Y | -34.1% | -15.3% | -18.8% | -35.5% |
| 5Y | -43.3% | +62.5% | -105.7% | -49.0% |
| All | +236.7% | -46.1% | +282.8% | +184.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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