-49.7%
INTU vs RY
+46.1%
-95.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.7% | -2.7% | -3.6% |
| 7D | -7.1% | +3.1% | -10.2% | -6.1% |
| 30D | +1.5% | -0.3% | +1.8% | +1.4% |
| 3M | +10.7% | +8.7% | +2.0% | +11.9% |
| 6M | -23.8% | +28.5% | -52.4% | -24.2% |
| YTD | -49.3% | +25.1% | -74.4% | -48.9% |
| 1Y | -49.7% | +46.3% | -95.9% | -56.3% |
| All | -49.7% | +46.1% | -95.7% | -56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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