+14,729.7%
INTU vs RVTY
+1,944.5%
+12,785.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.8% | -6.6% | -4.6% |
| 7D | +0.1% | -1.2% | +1.3% | +0.1% |
| 30D | +15.4% | +1.0% | +14.4% | +14.5% |
| 3M | +6.6% | +35.8% | -29.3% | -4.0% |
| 6M | -11.3% | +56.7% | -68.0% | -24.0% |
| YTD | -47.7% | +60.7% | -108.4% | -55.9% |
| 1Y | -47.0% | +73.7% | -120.7% | -56.5% |
| 3Y | -29.9% | +82.8% | -112.7% | -45.0% |
| 5Y | -42.2% | -7.0% | -35.2% | -44.2% |
| 10Y | +251.7% | +212.3% | +39.3% | +139.3% |
| All | +14,729.7% | +1,944.5% | +12,785.2% | +6,330.2% |
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