-47.5%
INTU vs RVTY
+76.6%
-124.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.6% | -4.6% | -1.2% |
| 7D | -3.9% | +6.0% | -10.0% | -4.5% |
| 30D | +11.7% | +4.3% | +7.4% | +11.0% |
| 3M | +4.5% | +40.2% | -35.8% | -1.1% |
| 6M | -13.9% | +59.3% | -73.2% | -20.8% |
| YTD | -48.2% | +66.5% | -114.7% | -51.7% |
| All | -47.5% | +76.6% | -124.1% | -51.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling