+223.4%
INTU vs RY
+373.9%
-150.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.7% | -2.7% | -2.9% |
| 7D | -7.1% | +3.1% | -10.2% | -9.0% |
| 30D | +1.5% | -0.3% | +1.8% | +1.4% |
| 3M | +10.7% | +8.7% | +2.0% | +3.7% |
| 6M | -23.8% | +28.5% | -52.4% | -37.1% |
| YTD | -49.3% | +25.1% | -74.4% | -57.5% |
| 1Y | -49.7% | +46.3% | -95.9% | -62.3% |
| 3Y | -38.0% | +154.9% | -193.0% | -69.8% |
| 5Y | -38.7% | +140.3% | -179.0% | -68.7% |
| All | +223.4% | +373.9% | -150.6% | +4.7% |
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