-47.2%
INTU vs RIG
+28.2%
-75.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | -1.2% | -12.2% | +11.0% | -0.9% |
| 30D | +12.4% | -6.0% | +18.4% | +12.1% |
| 3M | +2.3% | -9.4% | +11.7% | +2.1% |
| 6M | -13.3% | -19.1% | +5.7% | -10.6% |
| YTD | -47.9% | +25.4% | -73.3% | -43.7% |
| 1Y | -47.2% | +23.3% | -70.5% | -42.8% |
| All | -47.2% | +28.2% | -75.4% | -42.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling