-38.5%
INTU vs NDAQ
+96.0%
-134.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.9% | -1.5% | -2.1% |
| 7D | -7.1% | -2.4% | -4.6% | -5.5% |
| 30D | +1.5% | +2.5% | -1.0% | -0.2% |
| 3M | +10.7% | +9.9% | +0.7% | +3.7% |
| 6M | -23.8% | +9.4% | -33.3% | -28.2% |
| YTD | -49.3% | +0.4% | -49.7% | -49.7% |
| 1Y | -49.7% | +4.0% | -53.7% | -51.2% |
| All | -38.5% | +96.0% | -134.5% | -58.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling