+1,120.4%
RSP vs INTU
+2,002.6%
-882.2%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.7% |
| 7D | -1.4% | +7.1% | -8.6% | -4.0% |
| 30D | +2.1% | +23.0% | -20.9% | -5.8% |
| 3M | -0.9% | +8.7% | -9.6% | -5.0% |
| 6M | +7.5% | -10.1% | +17.6% | +7.9% |
| YTD | +14.6% | -45.7% | +60.2% | +37.8% |
| 1Y | +17.6% | -45.1% | +62.7% | +40.6% |
| 3Y | +60.8% | -26.9% | +87.7% | +64.3% |
| 5Y | +46.1% | -40.0% | +86.1% | +54.2% |
| 10Y | +221.4% | +265.4% | -44.0% | +41.3% |
| All | +1,120.4% | +2,002.6% | -882.2% | +140.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling