+20.7%
INTU vs RVMD
+510.7%
-490.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.3% | +2.8% | +0.8% |
| 7D | +0.1% | -10.4% | +10.5% | +1.7% |
| 30D | +10.1% | -11.0% | +21.0% | +11.6% |
| 3M | -4.2% | -14.7% | +10.5% | -2.5% |
| 6M | -7.2% | +14.9% | -22.1% | -10.5% |
| YTD | -47.7% | +116.3% | -164.0% | -55.9% |
| 1Y | -46.7% | +167.6% | -214.3% | -56.8% |
| 3Y | -34.1% | +776.8% | -810.9% | -58.3% |
| 5Y | -43.3% | +424.8% | -468.1% | -64.7% |
| All | +20.7% | +510.7% | -490.0% | -35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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