-34.1%
INTU vs RVTY
+85.4%
-119.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.1% | +0.7% |
| 7D | +0.1% | -0.5% | +0.5% | +0.1% |
| 30D | +10.1% | +1.5% | +8.5% | +9.4% |
| 3M | -4.2% | +31.5% | -35.6% | -10.2% |
| 6M | -7.2% | +62.7% | -69.9% | -17.5% |
| YTD | -47.7% | +60.0% | -107.7% | -53.5% |
| 1Y | -46.7% | +65.7% | -112.4% | -53.1% |
| 3Y | -34.1% | +85.2% | -119.3% | -45.4% |
| All | -34.1% | +85.4% | -119.4% | -45.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling