+236.7%
INTU vs RY
+351.1%
-114.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.6% |
| 7D | +0.1% | +0.6% | -0.5% | -0.3% |
| 30D | +10.1% | +5.0% | +5.0% | +6.6% |
| 3M | -4.2% | -5.3% | +1.1% | -1.1% |
| 6M | -7.2% | +13.8% | -21.1% | -16.4% |
| YTD | -47.7% | +21.0% | -68.6% | -55.2% |
| 1Y | -46.7% | +40.5% | -87.2% | -59.1% |
| 3Y | -34.1% | +159.7% | -193.7% | -68.4% |
| 5Y | -43.3% | +124.3% | -167.6% | -69.6% |
| All | +236.7% | +351.1% | -114.4% | +16.6% |
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