+236.7%
INTU vs RSG
+452.6%
-215.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.5% | +0.5% |
| 7D | +0.1% | +2.5% | -2.4% | -1.7% |
| 30D | +10.1% | +12.7% | -2.7% | +1.0% |
| 3M | -4.2% | +17.9% | -22.1% | -14.8% |
| 6M | -7.2% | +25.0% | -32.2% | -20.8% |
| YTD | -47.7% | +20.8% | -68.5% | -54.4% |
| 1Y | -46.7% | +24.3% | -71.0% | -54.6% |
| 3Y | -34.1% | +65.3% | -99.3% | -55.9% |
| 5Y | -43.3% | +99.1% | -142.3% | -67.6% |
| All | +236.7% | +452.6% | -215.9% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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