-49.7%
INTU vs NEE
+19.1%
-68.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.7% | -2.6% | -3.8% |
| 7D | -7.1% | +1.9% | -9.0% | -6.1% |
| 30D | +1.5% | -2.2% | +3.6% | +0.3% |
| 3M | +10.7% | -1.2% | +11.8% | +10.2% |
| 6M | -23.8% | -8.6% | -15.3% | -26.0% |
| YTD | -49.3% | +6.2% | -55.5% | -49.8% |
| 1Y | -49.7% | +21.1% | -70.8% | -50.1% |
| All | -49.7% | +19.1% | -68.8% | -50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NEE.
Daily Out/Under-Performance
Portfolio return minus NEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEE 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 NEE 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