+233.5%
INTU vs RY
+355.6%
-122.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | +0.1% | +0.3% |
| 7D | -3.9% | -3.0% | -0.9% | -2.0% |
| 30D | +12.0% | +6.3% | +5.7% | +7.6% |
| 3M | +2.3% | -2.6% | +4.9% | +3.7% |
| 6M | -12.1% | +13.9% | -26.0% | -20.8% |
| YTD | -47.5% | +21.7% | -69.2% | -55.3% |
| 1Y | -46.9% | +40.4% | -87.3% | -59.2% |
| 3Y | -33.5% | +161.3% | -194.8% | -68.3% |
| 5Y | -41.2% | +126.5% | -167.7% | -68.7% |
| 10Y | +233.5% | +354.3% | -120.8% | +15.4% |
| All | +233.5% | +355.6% | -122.1% | +15.4% |
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