+237.9%
INTU vs RIO
+353.3%
-115.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.8% | +1.3% |
| 7D | -1.2% | +3.6% | -4.8% | -2.3% |
| 30D | +12.4% | -10.8% | +23.3% | +16.0% |
| 3M | +2.3% | -15.2% | +17.5% | +6.8% |
| 6M | -13.3% | -18.0% | +4.7% | -9.3% |
| YTD | -47.9% | +11.0% | -58.9% | -51.5% |
| 1Y | -47.2% | +26.4% | -73.5% | -53.1% |
| 3Y | -33.9% | +54.4% | -88.3% | -46.4% |
| 5Y | -41.3% | +98.1% | -139.4% | -58.0% |
| 10Y | +237.9% | +358.5% | -120.7% | +84.3% |
| All | +237.9% | +353.3% | -115.5% | +84.3% |
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