-49.7%
INTU vs RTX
+28.8%
-78.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.7% | -2.7% | -3.5% |
| 7D | -7.1% | -5.2% | -1.9% | -7.8% |
| 30D | +1.5% | -9.4% | +10.8% | 0.0% |
| 3M | +10.7% | +12.3% | -1.6% | +13.3% |
| 6M | -23.8% | -3.1% | -20.7% | -22.9% |
| YTD | -49.3% | +10.7% | -60.0% | -48.9% |
| 1Y | -49.7% | +28.4% | -78.1% | -50.0% |
| All | -49.7% | +28.8% | -78.4% | -50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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