-47.7%
INTU vs RTX
+12.7%
-60.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.7% | -0.9% |
| 7D | -4.1% | +3.4% | -7.5% | -3.7% |
| 30D | +12.8% | +8.4% | +4.5% | +14.4% |
| 3M | +2.1% | -10.7% | +12.8% | -0.9% |
| 6M | -11.5% | +11.7% | -23.2% | -7.9% |
| YTD | -47.9% | +9.3% | -57.3% | -46.4% |
| 1Y | -47.7% | +13.3% | -61.0% | -46.4% |
| All | -47.7% | +12.7% | -60.4% | -46.4% |
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