+217.8%
INTU vs CNI
+138.2%
+79.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.9% | +1.9% | +2.3% |
| 7D | -3.3% | -0.4% | -3.0% | -3.1% |
| 30D | -3.9% | -2.7% | -1.2% | -2.4% |
| 3M | +16.6% | +3.9% | +12.7% | +14.1% |
| 6M | -26.4% | +16.4% | -42.8% | -33.3% |
| YTD | -51.0% | +25.8% | -76.8% | -58.1% |
| 1Y | -50.8% | +32.4% | -83.2% | -59.3% |
| 3Y | -40.1% | +19.1% | -59.1% | -48.6% |
| 5Y | -41.2% | +13.6% | -54.8% | -47.9% |
| All | +217.8% | +138.2% | +79.6% | +80.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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