-5.0%
INTU vs ROIV
+287.3%
-292.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.6% | -5.6% | -1.4% |
| 7D | -3.9% | +13.3% | -17.3% | -5.3% |
| 30D | +11.7% | +14.8% | -3.0% | +10.0% |
| 3M | +4.5% | +11.9% | -7.4% | +2.8% |
| 6M | -13.9% | +42.4% | -56.3% | -18.0% |
| YTD | -48.2% | +87.4% | -135.6% | -52.6% |
| 1Y | -47.1% | +97.2% | -144.4% | -52.0% |
| 3Y | -32.5% | +375.7% | -408.2% | -45.6% |
| 5Y | -42.6% | +379.0% | -421.6% | -59.8% |
| All | -5.0% | +287.3% | -292.3% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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