+7,256.9%
INTU vs RMD
+37,961.8%
-30,704.9%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.7% | -2.1% | -3.3% |
| 7D | +0.1% | +2.3% | -2.2% | -0.4% |
| 30D | +15.4% | +4.1% | +11.3% | +14.2% |
| 3M | +6.6% | +5.7% | +0.9% | +5.0% |
| 6M | -11.3% | +12.9% | -24.2% | -14.3% |
| YTD | -47.7% | -1.5% | -46.2% | -47.9% |
| 1Y | -47.0% | -4.8% | -42.3% | -46.8% |
| 3Y | -29.9% | +57.5% | -87.4% | -39.1% |
| 5Y | -42.2% | -5.5% | -36.7% | -43.3% |
| 10Y | +251.7% | +357.8% | -106.1% | +144.5% |
| All | +7,256.9% | +37,961.8% | -30,704.9% | +2,479.0% |
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