+211.0%
INTU vs RIO
+605.0%
-393.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.5% |
| 7D | -8.5% | +1.0% | -9.4% | -8.7% |
| 30D | -6.1% | +4.0% | -10.2% | -7.3% |
| 3M | +7.3% | +4.5% | +2.8% | +5.5% |
| 6M | -33.2% | +17.3% | -50.6% | -37.5% |
| YTD | -52.2% | +36.2% | -88.3% | -57.9% |
| 1Y | -52.7% | +76.1% | -128.8% | -62.0% |
| 3Y | -41.6% | +102.5% | -144.1% | -56.3% |
| 5Y | -42.6% | +103.5% | -146.2% | -58.4% |
| 10Y | +211.0% | +619.2% | -408.1% | +48.1% |
| All | +211.0% | +605.0% | -393.9% | +48.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling