-52.0%
INTU vs RRC
+20.2%
-72.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.3% | -3.9% | -4.1% |
| 7D | -7.5% | -1.2% | -6.3% | -7.3% |
| 30D | -1.9% | +9.4% | -11.4% | -3.9% |
| 3M | +4.9% | +7.4% | -2.5% | +2.8% |
| 6M | -33.2% | +1.5% | -34.7% | -34.0% |
| YTD | -51.4% | +19.4% | -70.8% | -52.4% |
| 1Y | -52.0% | +24.2% | -76.2% | -51.2% |
| All | -52.0% | +20.2% | -72.2% | -51.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling