+211.0%
INTU vs RTX
+275.5%
-64.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -0.9% | -1.3% |
| 7D | -8.5% | -1.6% | -6.8% | -7.9% |
| 30D | -6.1% | -11.6% | +5.4% | -1.8% |
| 3M | +7.3% | +9.2% | -1.8% | +3.3% |
| 6M | -33.2% | -4.4% | -28.8% | -32.7% |
| YTD | -52.2% | +8.9% | -61.0% | -54.6% |
| 1Y | -52.7% | +32.1% | -84.8% | -58.9% |
| 3Y | -41.6% | +151.2% | -192.8% | -62.6% |
| 5Y | -42.6% | +162.9% | -205.6% | -64.5% |
| 10Y | +211.0% | +283.9% | -72.9% | +56.3% |
| All | +211.0% | +275.5% | -64.4% | +56.3% |
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