+49.6%
RSP vs INTU
-42.1%
+91.6%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.2% |
| 7D | +0.7% | -1.2% | +2.0% | +1.0% |
| 30D | +3.7% | +12.4% | -8.8% | +0.9% |
| 3M | +0.7% | +2.3% | -1.6% | -0.3% |
| 6M | +9.0% | -13.3% | +22.4% | +10.8% |
| YTD | +16.7% | -47.9% | +64.6% | +35.3% |
| 1Y | +19.0% | -47.2% | +66.1% | +37.2% |
| 3Y | +64.7% | -33.9% | +98.6% | +72.1% |
| 5Y | +49.6% | -41.3% | +90.9% | +51.0% |
| All | +49.6% | -42.1% | +91.6% | +51.0% |
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 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