-50.8%
INTU vs RVMD
+375.0%
-425.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.6% | +2.8% |
| 7D | -3.3% | -3.0% | -0.4% | -3.2% |
| 30D | -3.9% | -0.7% | -3.2% | -4.0% |
| 3M | +16.6% | +36.5% | -19.9% | +13.5% |
| 6M | -26.4% | +104.6% | -131.0% | -31.3% |
| YTD | -51.0% | +155.8% | -206.8% | -55.1% |
| 1Y | -50.8% | +340.7% | -391.4% | -56.8% |
| All | -50.8% | +375.0% | -425.8% | -56.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling