+235.2%
INTU vs NDAQ
+472.7%
-237.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | 0.0% |
| 7D | -4.1% | +1.7% | -5.8% | -5.4% |
| 30D | +12.8% | +16.2% | -3.4% | +0.5% |
| 3M | +2.1% | +14.0% | -11.9% | -7.8% |
| 6M | -11.5% | +22.3% | -33.7% | -24.4% |
| YTD | -47.9% | +13.0% | -60.9% | -52.7% |
| 1Y | -47.7% | +24.0% | -71.7% | -55.8% |
| 3Y | -34.0% | +117.1% | -151.0% | -64.8% |
| 5Y | -43.5% | +67.5% | -111.1% | -63.4% |
| All | +235.2% | +472.7% | -237.5% | +0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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