+209.1%
INTU vs RJF
+429.5%
-220.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | +0.1% |
| 7D | -9.2% | -4.2% | -5.0% | -7.3% |
| 30D | -7.0% | -3.6% | -3.4% | -5.5% |
| 3M | +10.5% | +15.6% | -5.1% | +3.1% |
| 6M | -30.6% | +17.6% | -48.2% | -36.0% |
| YTD | -52.3% | +9.2% | -61.6% | -54.7% |
| 1Y | -51.8% | +5.5% | -57.3% | -53.5% |
| 3Y | -41.8% | +70.3% | -112.2% | -56.5% |
| 5Y | -42.8% | +106.0% | -148.8% | -61.3% |
| All | +209.1% | +429.5% | -220.4% | +39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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