+14,280.4%
INTU vs RVTY
+1,615.7%
+12,664.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.3% | -3.1% | -3.3% |
| 7D | -7.1% | +1.1% | -8.2% | -7.4% |
| 30D | +1.5% | +13.2% | -11.8% | -2.4% |
| 3M | +10.7% | +27.2% | -16.6% | +2.2% |
| 6M | -23.8% | +32.4% | -56.2% | -31.1% |
| YTD | -49.3% | +34.9% | -84.2% | -54.5% |
| 1Y | -49.7% | +52.4% | -102.0% | -56.7% |
| 3Y | -38.0% | +12.3% | -50.3% | -43.3% |
| 5Y | -38.7% | -30.8% | -7.9% | -34.8% |
| 10Y | +221.3% | +150.7% | +70.7% | +135.5% |
| All | +14,280.4% | +1,615.7% | +12,664.8% | +6,540.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling