-4.0%
INTU vs ROIV
+276.5%
-280.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.6% |
| 7D | +0.1% | +1.7% | -1.6% | -0.1% |
| 30D | +10.1% | +17.6% | -7.5% | +8.1% |
| 3M | -4.2% | +9.0% | -13.1% | -5.5% |
| 6M | -7.2% | +35.3% | -42.5% | -11.1% |
| YTD | -47.7% | +82.2% | -129.9% | -52.0% |
| 1Y | -46.7% | +92.3% | -139.0% | -51.4% |
| 3Y | -34.1% | +336.8% | -370.9% | -46.4% |
| 5Y | -43.3% | +370.6% | -413.9% | -60.2% |
| All | -4.0% | +276.5% | -280.5% | -27.7% |
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