-11.3%
INTU vs RIG
-11.9%
+0.6%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.7% | -6.5% | -4.0% |
| 7D | +0.1% | -24.5% | +24.6% | +2.9% |
| 30D | +15.4% | -2.8% | +18.2% | +13.8% |
| 3M | +6.6% | +1.6% | +5.0% | +2.8% |
| 6M | -11.3% | -15.9% | +4.6% | -4.1% |
| All | -11.3% | -11.9% | +0.6% | -4.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling