+95.2%
RDDT vs INTU
-45.6%
+140.7%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.6% | -1.3% |
| 7D | +3.5% | +0.1% | +3.5% | +3.5% |
| 30D | -33.7% | +10.1% | -43.8% | -36.9% |
| 3M | -37.7% | -4.2% | -33.6% | -37.5% |
| 6M | -36.1% | -7.2% | -28.9% | -36.8% |
| YTD | -57.2% | -47.7% | -9.5% | -40.3% |
| 1Y | -48.0% | -46.7% | -1.3% | -28.7% |
| All | +95.2% | -45.6% | +140.7% | +141.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 5y: compounded portfolio wealth divided by compounded INTU 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…
5y analysis · Full analysis span regression · 6 months rolling