-52.0%
INTU vs NDAQ
+2.6%
-54.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.9% | -2.2% | -2.7% |
| 7D | -7.5% | -2.6% | -5.0% | -5.6% |
| 30D | -1.9% | +0.5% | -2.4% | -2.2% |
| 3M | +4.9% | +9.9% | -5.1% | -2.5% |
| 6M | -33.2% | +8.2% | -41.4% | -36.9% |
| YTD | -51.4% | -1.5% | -49.9% | -51.5% |
| 1Y | -52.0% | +1.3% | -53.3% | -53.4% |
| All | -52.0% | +2.6% | -54.6% | -53.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling