-4.1%
INTU vs ROIV
+270.3%
-274.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +6.2% | -9.9% | -4.4% |
| 7D | +0.1% | +5.3% | -5.2% | -0.5% |
| 30D | +15.4% | +11.9% | +3.5% | +13.9% |
| 3M | +6.6% | +10.7% | -4.1% | +4.9% |
| 6M | -11.3% | +34.9% | -46.2% | -15.0% |
| YTD | -47.7% | +79.2% | -126.9% | -51.9% |
| 1Y | -47.0% | +89.0% | -136.0% | -51.6% |
| 3Y | -29.9% | +337.3% | -367.3% | -43.0% |
| 5Y | -42.2% | +402.3% | -444.5% | -59.5% |
| All | -4.1% | +270.3% | -274.4% | -27.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling