+10.0%
INTU vs RVMD
+620.8%
-610.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.7% | 0.0% |
| 7D | -9.2% | -3.6% | -5.6% | -8.6% |
| 30D | -7.0% | -1.1% | -6.0% | -7.0% |
| 3M | +10.5% | +41.0% | -30.5% | +3.9% |
| 6M | -30.6% | +105.7% | -136.3% | -39.6% |
| YTD | -52.3% | +155.3% | -207.6% | -60.6% |
| 1Y | -51.8% | +402.7% | -454.5% | -65.0% |
| 3Y | -41.8% | +533.1% | -574.9% | -61.6% |
| 5Y | -42.8% | +583.5% | -626.4% | -65.8% |
| All | +10.0% | +620.8% | -610.8% | -42.3% |
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