+211.0%
INTU vs RIG
-44.3%
+255.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.5% |
| 7D | -8.5% | -8.2% | -0.3% | -7.8% |
| 30D | -6.1% | -0.2% | -6.0% | -6.1% |
| 3M | +7.3% | -2.7% | +10.1% | +7.3% |
| 6M | -33.2% | -7.5% | -25.8% | -32.9% |
| YTD | -52.2% | +38.3% | -90.4% | -53.7% |
| 1Y | -52.7% | +81.8% | -134.5% | -55.4% |
| 3Y | -41.6% | -30.2% | -11.4% | -41.8% |
| 5Y | -42.6% | +59.9% | -102.6% | -48.3% |
| 10Y | +211.0% | -41.9% | +253.0% | +154.2% |
| All | +211.0% | -44.3% | +255.3% | +154.2% |
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