-47.7%
INTU vs NDAQ
+25.3%
-73.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | 0.0% |
| 7D | -4.1% | +1.7% | -5.8% | -5.5% |
| 30D | +12.8% | +16.2% | -3.4% | -0.3% |
| 3M | +2.1% | +14.0% | -11.9% | -8.3% |
| 6M | -11.5% | +22.3% | -33.7% | -24.6% |
| YTD | -47.9% | +13.0% | -60.9% | -53.1% |
| 1Y | -47.7% | +24.0% | -71.7% | -55.2% |
| All | -47.7% | +25.3% | -73.0% | -55.2% |
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 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