+13,685.3%
INTU vs RTX
+10,624.0%
+3,061.3%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.0% | -3.2% | -3.7% |
| 7D | -7.5% | -3.1% | -4.4% | -6.3% |
| 30D | -1.9% | -10.6% | +8.6% | +2.7% |
| 3M | +4.9% | +11.6% | -6.8% | -0.6% |
| 6M | -33.2% | -4.5% | -28.7% | -32.8% |
| YTD | -51.4% | +9.6% | -61.0% | -54.3% |
| 1Y | -52.0% | +30.8% | -82.8% | -58.4% |
| 3Y | -40.7% | +152.8% | -193.5% | -62.6% |
| 5Y | -41.7% | +167.1% | -208.8% | -64.6% |
| 10Y | +211.1% | +275.2% | -64.0% | +52.3% |
| All | +13,685.3% | +10,624.0% | +3,061.3% | +1,759.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling