+7,034.0%
INTU vs RMD
+36,837.6%
-29,803.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -3.3% |
| 7D | -7.1% | -5.0% | -2.1% | -5.9% |
| 30D | +1.5% | +2.2% | -0.8% | +0.9% |
| 3M | +10.7% | +17.8% | -7.2% | +6.2% |
| 6M | -23.8% | -11.3% | -12.5% | -21.9% |
| YTD | -49.3% | -4.4% | -44.9% | -49.0% |
| 1Y | -49.7% | -15.7% | -33.9% | -47.9% |
| 3Y | -38.0% | +47.7% | -85.8% | -45.3% |
| 5Y | -38.7% | -19.2% | -19.5% | -37.6% |
| 10Y | +221.3% | +280.4% | -59.1% | +132.2% |
| All | +7,034.0% | +36,837.6% | -29,803.6% | +2,421.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling