-52.7%
INTU vs RIO
+71.3%
-124.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.6% |
| 7D | -8.5% | +1.0% | -9.4% | -8.2% |
| 30D | -6.1% | +4.0% | -10.2% | -5.1% |
| 3M | +7.3% | +4.5% | +2.8% | +9.4% |
| 6M | -33.2% | +17.3% | -50.6% | -30.5% |
| YTD | -52.2% | +36.2% | -88.3% | -50.3% |
| 1Y | -52.7% | +76.1% | -128.8% | -52.5% |
| All | -52.7% | +71.3% | -124.0% | -52.5% |
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