+235.3%
INTU vs NDAQ
+484.3%
-249.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.2% | -1.9% |
| 7D | -3.9% | -0.1% | -3.8% | -3.9% |
| 30D | +11.7% | +15.9% | -4.1% | -0.2% |
| 3M | +4.5% | +15.1% | -10.6% | -6.3% |
| 6M | -13.9% | +22.9% | -36.8% | -26.7% |
| YTD | -48.2% | +12.8% | -61.1% | -53.0% |
| 1Y | -47.1% | +26.0% | -73.1% | -55.8% |
| 3Y | -32.5% | +119.7% | -152.2% | -64.3% |
| 5Y | -42.6% | +65.4% | -108.0% | -62.4% |
| 10Y | +235.3% | +469.3% | -234.0% | +2.2% |
| All | +235.3% | +484.3% | -249.0% | +2.2% |
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