+20.5%
INTU vs RPRX
+66.6%
-46.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.1% | -3.5% | -3.4% |
| 7D | -7.1% | +5.1% | -12.2% | -8.4% |
| 30D | +1.5% | +11.2% | -9.7% | -1.6% |
| 3M | +10.7% | +16.7% | -6.1% | +5.7% |
| 6M | -23.8% | +36.0% | -59.8% | -30.6% |
| YTD | -49.3% | +67.8% | -117.1% | -56.7% |
| 1Y | -49.7% | +76.7% | -126.4% | -57.8% |
| 3Y | -38.0% | +128.1% | -166.1% | -52.9% |
| 5Y | -38.7% | +82.9% | -121.6% | -48.7% |
| All | +20.5% | +66.6% | -46.1% | +0.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling