-42.6%
INTU vs RPRX
+93.9%
-136.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.2% | -3.1% | -1.7% |
| 7D | -3.9% | +3.4% | -7.3% | -5.0% |
| 30D | +11.7% | +20.8% | -9.1% | +5.0% |
| 3M | +4.5% | +21.6% | -17.2% | -2.2% |
| 6M | -13.9% | +36.5% | -50.4% | -22.6% |
| YTD | -48.2% | +80.4% | -128.6% | -58.2% |
| 1Y | -47.1% | +81.8% | -128.9% | -57.5% |
| 3Y | -32.5% | +170.9% | -203.4% | -55.9% |
| 5Y | -42.6% | +95.2% | -137.7% | -50.8% |
| All | -42.6% | +93.9% | -136.5% | -50.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling