-46.7%
INTU vs RIO
+21.8%
-68.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.3% |
| 7D | +0.1% | -0.9% | +1.0% | -0.2% |
| 30D | +10.1% | -9.1% | +19.2% | +7.0% |
| 3M | -4.2% | -13.7% | +9.5% | -8.1% |
| 6M | -7.2% | -24.3% | +17.1% | -13.4% |
| YTD | -47.7% | +8.9% | -56.6% | -47.7% |
| 1Y | -46.7% | +22.7% | -69.4% | -48.2% |
| All | -46.7% | +21.8% | -68.5% | -48.2% |
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