+211.1%
INTU vs ROL
+203.4%
+7.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.5% | -1.6% | -2.9% |
| 7D | -7.5% | -3.4% | -4.1% | -6.0% |
| 30D | -1.9% | -6.9% | +5.0% | +1.4% |
| 3M | +4.9% | -24.6% | +29.5% | +19.3% |
| 6M | -33.2% | -39.5% | +6.3% | -16.0% |
| YTD | -51.4% | -41.1% | -10.3% | -38.6% |
| 1Y | -52.0% | -37.9% | -14.0% | -41.2% |
| 3Y | -40.7% | +0.8% | -41.5% | -45.2% |
| 5Y | -41.7% | -4.7% | -37.0% | -46.2% |
| 10Y | +211.1% | +207.9% | +3.2% | +60.8% |
| All | +211.1% | +203.4% | +7.7% | +60.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROL.
Daily Out/Under-Performance
Portfolio return minus ROL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROL 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ROL 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling