+211.0%
RSP vs INTU
+232.2%
-21.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.3% | +0.1% |
| 7D | +2.4% | +0.1% | +2.3% | +2.3% |
| 30D | +4.3% | +10.1% | -5.8% | +1.0% |
| 3M | -0.3% | -4.2% | +3.9% | +0.3% |
| 6M | +9.8% | -7.2% | +17.1% | +9.3% |
| YTD | +16.8% | -47.7% | +64.5% | +39.9% |
| 1Y | +19.5% | -46.7% | +66.2% | +41.9% |
| 3Y | +65.1% | -34.1% | +99.2% | +74.7% |
| 5Y | +48.7% | -43.3% | +92.0% | +60.0% |
| All | +211.0% | +232.2% | -21.3% | +69.0% |
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