-42.2%
INTU vs RTX
+131.1%
-173.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.2% | -2.5% | -3.4% |
| 7D | +0.1% | -5.1% | +5.3% | +1.5% |
| 30D | +15.4% | +5.1% | +10.3% | +13.9% |
| 3M | +6.6% | -14.8% | +21.4% | +10.9% |
| 6M | -11.3% | +8.0% | -19.3% | -13.8% |
| YTD | -47.7% | +4.5% | -52.2% | -49.3% |
| 1Y | -47.0% | +9.8% | -56.9% | -49.6% |
| 3Y | -29.9% | +144.2% | -174.1% | -52.8% |
| All | -42.2% | +131.1% | -173.3% | -61.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling