+243.1%
INTU vs RY
+360.6%
-117.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.3% | -2.5% | -2.9% |
| 7D | +0.1% | -0.9% | +1.0% | +0.7% |
| 30D | +15.4% | +5.9% | +9.6% | +11.2% |
| 3M | +6.6% | -4.3% | +10.8% | +9.3% |
| 6M | -11.3% | +12.1% | -23.4% | -19.2% |
| YTD | -47.7% | +20.3% | -68.0% | -55.1% |
| 1Y | -47.0% | +41.0% | -88.0% | -59.4% |
| 3Y | -29.9% | +157.5% | -187.5% | -66.2% |
| 5Y | -42.2% | +123.2% | -165.4% | -68.9% |
| All | +243.1% | +360.6% | -117.5% | +19.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling