-40.7%
INTU vs RIO
+104.4%
-145.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.5% | -4.7% | -4.2% |
| 7D | -7.5% | +1.9% | -9.5% | -7.6% |
| 30D | -1.9% | +5.0% | -6.9% | -2.2% |
| 3M | +4.9% | +5.1% | -0.3% | +4.8% |
| 6M | -33.2% | +17.6% | -50.8% | -34.7% |
| YTD | -51.4% | +36.3% | -87.7% | -54.4% |
| 1Y | -52.0% | +71.2% | -123.2% | -57.7% |
| 3Y | -40.7% | +102.7% | -143.4% | -52.5% |
| All | -40.7% | +104.4% | -145.1% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling