+4,943.7%
INTU vs RY
+11,266.1%
-6,322.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.9% | +2.4% | +1.0% |
| 7D | +7.1% | -1.1% | +8.2% | +7.7% |
| 30D | +23.0% | +4.4% | +18.6% | +20.2% |
| 3M | +8.7% | -2.9% | +11.7% | +10.1% |
| 6M | -10.1% | +15.6% | -25.7% | -17.5% |
| YTD | -45.7% | +21.8% | -67.5% | -51.8% |
| 1Y | -45.1% | +42.6% | -87.7% | -55.2% |
| 3Y | -26.9% | +160.9% | -187.8% | -57.0% |
| 5Y | -40.0% | +126.1% | -166.0% | -61.7% |
| 10Y | +265.4% | +371.7% | -106.3% | +60.1% |
| All | +4,943.7% | +11,266.1% | -6,322.4% | +332.4% |
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