-47.2%
INTU vs RY
+41.3%
-88.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.2% |
| 7D | -1.2% | -0.6% | -0.7% | -1.4% |
| 30D | +12.4% | +6.1% | +6.3% | +14.8% |
| 3M | +2.3% | -3.4% | +5.6% | +0.9% |
| 6M | -13.3% | +12.8% | -26.1% | -12.0% |
| YTD | -47.9% | +21.0% | -68.9% | -46.7% |
| 1Y | -47.2% | +40.5% | -87.6% | -53.2% |
| All | -47.2% | +41.3% | -88.5% | -53.2% |
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