+209.1%
INTU vs RVTY
+139.0%
+70.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +2.0% | +0.7% |
| 7D | -9.2% | -7.4% | -1.7% | -5.9% |
| 30D | -7.0% | +4.5% | -11.5% | -9.1% |
| 3M | +10.5% | +19.5% | -8.9% | +1.0% |
| 6M | -30.6% | +34.1% | -64.7% | -40.7% |
| YTD | -52.3% | +25.3% | -77.6% | -58.2% |
| 1Y | -51.8% | +47.0% | -98.8% | -61.4% |
| 3Y | -41.8% | +14.1% | -56.0% | -50.7% |
| 5Y | -42.8% | -34.6% | -8.3% | -33.0% |
| All | +209.1% | +139.0% | +70.1% | +84.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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