+235.2%
INTU vs RTX
+261.8%
-26.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.7% | -0.2% |
| 7D | -4.1% | +3.4% | -7.5% | -5.4% |
| 30D | +12.8% | +8.4% | +4.5% | +9.3% |
| 3M | +2.1% | -10.7% | +12.8% | +6.2% |
| 6M | -11.5% | +11.7% | -23.2% | -16.0% |
| YTD | -47.9% | +9.3% | -57.3% | -50.8% |
| 1Y | -47.7% | +13.3% | -61.0% | -51.4% |
| 3Y | -34.0% | +156.1% | -190.1% | -58.0% |
| 5Y | -43.5% | +148.5% | -192.1% | -64.2% |
| All | +235.2% | +261.8% | -26.5% | +75.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling