-38.4%
INTU vs NDAQ
+55.8%
-94.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.9% | -1.5% | -1.9% |
| 7D | -7.1% | -2.4% | -4.6% | -5.3% |
| 30D | +1.5% | +2.5% | -1.0% | -0.4% |
| 3M | +10.7% | +9.9% | +0.7% | +2.4% |
| 6M | -23.8% | +9.4% | -33.3% | -29.1% |
| YTD | -49.3% | +0.4% | -49.7% | -49.6% |
| 1Y | -49.7% | +4.0% | -53.7% | -51.5% |
| 3Y | -38.0% | +94.4% | -132.4% | -65.6% |
| All | -38.4% | +55.8% | -94.2% | -60.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling