+4,607.0%
INTU vs RY
+11,573.6%
-6,966.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.7% | -2.7% | -3.0% |
| 7D | -7.1% | +3.1% | -10.2% | -8.6% |
| 30D | +1.5% | -0.3% | +1.8% | +1.4% |
| 3M | +10.7% | +8.7% | +2.0% | +5.3% |
| 6M | -23.8% | +28.5% | -52.4% | -34.1% |
| YTD | -49.3% | +25.1% | -74.4% | -55.6% |
| 1Y | -49.7% | +46.3% | -95.9% | -59.4% |
| 3Y | -38.0% | +154.9% | -193.0% | -63.0% |
| 5Y | -38.7% | +140.3% | -179.0% | -62.1% |
| 10Y | +221.3% | +377.0% | -155.7% | +40.0% |
| All | +4,607.0% | +11,573.6% | -6,966.6% | +298.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling