+14,729.7%
INTU vs RRC
+1,561.9%
+13,167.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.9% | -0.8% | -3.4% |
| 7D | +0.1% | -10.8% | +10.9% | +1.4% |
| 30D | +15.4% | +22.3% | -6.9% | +12.5% |
| 3M | +6.6% | +26.6% | -20.0% | +3.5% |
| 6M | -11.3% | +18.9% | -30.2% | -13.3% |
| YTD | -47.7% | +39.2% | -86.9% | -49.9% |
| 1Y | -47.0% | +34.0% | -81.0% | -49.0% |
| 3Y | -29.9% | +42.0% | -71.9% | -33.6% |
| 5Y | -42.2% | +111.9% | -154.1% | -48.5% |
| 10Y | +251.7% | +62.8% | +188.9% | +189.5% |
| All | +14,729.7% | +1,561.9% | +13,167.8% | +10,258.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling