+6,285.7%
INTU vs CNI
+6,541.6%
-255.9%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.5% | -3.4% |
| 7D | -7.1% | -2.1% | -5.0% | -6.1% |
| 30D | +1.5% | -3.3% | +4.7% | +3.1% |
| 3M | +10.7% | +3.8% | +6.9% | +8.7% |
| 6M | -23.8% | +12.7% | -36.5% | -28.8% |
| YTD | -49.3% | +26.3% | -75.6% | -55.4% |
| 1Y | -49.7% | +29.9% | -79.5% | -56.5% |
| 3Y | -38.0% | +15.9% | -54.0% | -44.3% |
| 5Y | -38.7% | +6.9% | -45.7% | -42.4% |
| 10Y | +221.3% | +126.8% | +94.6% | +109.3% |
| All | +6,285.7% | +6,541.6% | -255.9% | +771.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling