-49.7%
INTU vs RIO
+73.7%
-123.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.4% | -3.8% | -3.3% |
| 7D | -7.1% | 0.0% | -7.1% | -7.1% |
| 30D | +1.5% | +4.0% | -2.5% | +2.5% |
| 3M | +10.7% | +0.1% | +10.5% | +11.5% |
| 6M | -23.8% | +12.7% | -36.6% | -21.4% |
| YTD | -49.3% | +35.6% | -84.9% | -47.5% |
| 1Y | -49.7% | +73.7% | -123.4% | -49.6% |
| All | -49.7% | +73.7% | -123.4% | -49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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