+213.4%
RSP vs INTU
+247.3%
-33.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.8% | +3.4% | +0.8% |
| 7D | -1.0% | +0.1% | -1.2% | -1.1% |
| 30D | +2.6% | +15.4% | -12.8% | -2.1% |
| 3M | -0.8% | +6.6% | -7.4% | -3.5% |
| 6M | +6.3% | -11.3% | +17.6% | +7.3% |
| YTD | +14.1% | -47.7% | +61.9% | +36.7% |
| 1Y | +18.0% | -47.0% | +65.0% | +40.4% |
| 3Y | +61.0% | -29.9% | +91.0% | +66.2% |
| 5Y | +45.6% | -42.2% | +87.8% | +55.2% |
| All | +213.4% | +247.3% | -33.9% | +72.7% |
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