+1,497.7%
INTU vs NDAQ
+2,327.9%
-830.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.9% | -1.5% | -2.8% |
| 7D | -7.1% | -2.4% | -4.6% | -6.3% |
| 30D | +1.5% | +2.5% | -1.0% | +0.7% |
| 3M | +10.7% | +9.9% | +0.7% | +7.4% |
| 6M | -23.8% | +9.4% | -33.3% | -25.8% |
| YTD | -49.3% | +0.4% | -49.7% | -49.2% |
| 1Y | -49.7% | +4.0% | -53.7% | -50.2% |
| 3Y | -38.0% | +94.4% | -132.4% | -49.4% |
| 5Y | -38.7% | +56.7% | -95.5% | -46.3% |
| 10Y | +221.3% | +375.3% | -154.0% | +114.2% |
| All | +1,497.7% | +2,327.9% | -830.2% | +722.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling