+24.7%
INTU vs RPRX
+82.4%
-57.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.4% |
| 7D | -3.9% | +3.6% | -7.6% | -4.9% |
| 30D | +12.0% | +21.2% | -9.2% | +6.0% |
| 3M | +2.3% | +21.6% | -19.3% | -3.3% |
| 6M | -12.1% | +36.7% | -48.8% | -19.8% |
| YTD | -47.5% | +83.7% | -131.2% | -56.4% |
| 1Y | -46.9% | +83.2% | -130.1% | -55.8% |
| 3Y | -33.5% | +177.7% | -211.1% | -52.7% |
| 5Y | -41.2% | +95.8% | -137.0% | -51.7% |
| All | +24.7% | +82.4% | -57.7% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 RPRX 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