+15,644.1%
INTU vs RIG
-40.2%
+15,684.3%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.8% | -0.5% | -3.0% |
| 7D | -7.1% | +0.9% | -7.9% | -7.2% |
| 30D | +1.5% | +13.8% | -12.4% | -0.1% |
| 3M | +10.7% | -6.4% | +17.1% | +11.2% |
| 6M | -23.8% | -8.2% | -15.7% | -23.5% |
| YTD | -49.3% | +41.6% | -90.9% | -51.8% |
| 1Y | -49.7% | +88.7% | -138.4% | -53.9% |
| 3Y | -38.0% | -30.9% | -7.2% | -38.2% |
| 5Y | -38.7% | +57.7% | -96.4% | -47.4% |
| 10Y | +221.3% | -39.3% | +260.6% | +148.4% |
| All | +15,644.1% | -40.2% | +15,684.3% | +12,354.4% |
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