+16,135.9%
INTU vs RIG
-46.4%
+16,182.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.7% | -6.5% | -4.1% |
| 7D | +0.1% | -24.5% | +24.6% | +3.2% |
| 30D | +15.4% | -2.8% | +18.2% | +15.4% |
| 3M | +6.6% | +1.6% | +5.0% | +5.8% |
| 6M | -11.3% | -15.9% | +4.6% | -10.1% |
| YTD | -47.7% | +26.9% | -74.6% | -49.9% |
| 1Y | -47.0% | +34.4% | -81.4% | -49.6% |
| 3Y | -29.9% | -21.2% | -8.7% | -31.4% |
| 5Y | -42.2% | +46.4% | -88.6% | -50.0% |
| 10Y | +251.7% | -45.8% | +297.5% | +175.5% |
| All | +16,135.9% | -46.4% | +16,182.4% | +12,845.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling