+14,280.4%
INTU vs RIO
+5,576.1%
+8,704.3%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.4% | -3.8% | -3.5% |
| 7D | -7.1% | 0.0% | -7.1% | -7.1% |
| 30D | +1.5% | +4.0% | -2.5% | +0.5% |
| 3M | +10.7% | +0.1% | +10.5% | +10.2% |
| 6M | -23.8% | +12.7% | -36.6% | -26.7% |
| YTD | -49.3% | +35.6% | -84.9% | -53.5% |
| 1Y | -49.7% | +73.7% | -123.4% | -56.4% |
| 3Y | -38.0% | +93.3% | -131.3% | -48.1% |
| 5Y | -38.7% | +92.4% | -131.2% | -49.5% |
| 10Y | +221.3% | +606.9% | -385.6% | +95.8% |
| All | +14,280.4% | +5,576.1% | +8,704.3% | +5,097.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling