+208.0%
RSP vs INTU
+221.9%
-13.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.4% | +2.9% | +0.6% |
| 7D | -0.8% | -7.1% | +6.3% | +1.5% |
| 30D | -0.3% | +1.5% | -1.8% | -1.1% |
| 3M | +4.3% | +10.7% | -6.4% | +0.1% |
| 6M | +8.8% | -23.8% | +32.7% | +15.2% |
| YTD | +15.3% | -49.3% | +64.6% | +40.1% |
| 1Y | +18.3% | -49.7% | +67.9% | +43.8% |
| 3Y | +52.8% | -38.0% | +90.8% | +65.8% |
| 5Y | +51.7% | -38.7% | +90.4% | +57.1% |
| All | +208.0% | +221.9% | -13.9% | +60.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling