+211.1%
INTU vs NDAQ
+372.3%
-161.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.9% | -2.2% | -2.7% |
| 7D | -7.5% | -2.6% | -5.0% | -5.7% |
| 30D | -1.9% | +0.5% | -2.4% | -2.2% |
| 3M | +4.9% | +9.9% | -5.1% | -2.7% |
| 6M | -33.2% | +8.2% | -41.4% | -37.1% |
| YTD | -51.4% | -1.5% | -49.9% | -50.9% |
| 1Y | -52.0% | +1.3% | -53.3% | -52.7% |
| 3Y | -40.7% | +92.6% | -133.3% | -65.3% |
| 5Y | -41.7% | +53.8% | -95.5% | -59.5% |
| 10Y | +211.1% | +376.0% | -164.8% | +7.4% |
| All | +211.1% | +372.3% | -161.2% | +7.4% |
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