+211.0%
INTU vs RMD
+269.7%
-58.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.3% |
| 7D | -8.5% | -4.7% | -3.7% | -6.5% |
| 30D | -6.1% | +0.2% | -6.4% | -6.2% |
| 3M | +7.3% | +12.0% | -4.7% | +2.0% |
| 6M | -33.2% | -12.5% | -20.7% | -29.7% |
| YTD | -52.2% | -7.9% | -44.2% | -51.0% |
| 1Y | -52.7% | -20.4% | -32.3% | -48.3% |
| 3Y | -41.6% | +53.1% | -94.7% | -56.2% |
| 5Y | -42.6% | -22.1% | -20.5% | -40.0% |
| 10Y | +211.0% | +275.4% | -64.4% | +72.2% |
| All | +211.0% | +269.7% | -58.7% | +72.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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