+235.3%
INTU vs RRC
+63.1%
+172.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.2% | -1.0% |
| 7D | -3.9% | -10.3% | +6.4% | -2.9% |
| 30D | +11.7% | +19.5% | -7.7% | +9.3% |
| 3M | +4.5% | +27.9% | -23.4% | +1.4% |
| 6M | -13.9% | +21.2% | -35.0% | -15.9% |
| YTD | -48.2% | +39.6% | -87.8% | -50.2% |
| 1Y | -47.1% | +31.3% | -78.4% | -48.9% |
| 3Y | -32.5% | +51.9% | -84.4% | -36.2% |
| 5Y | -42.6% | +110.2% | -152.7% | -47.8% |
| 10Y | +235.3% | +56.7% | +178.6% | +159.1% |
| All | +235.3% | +63.1% | +172.2% | +159.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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