+209.1%
INTU vs NEE
+251.9%
-42.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | -9.2% | -1.9% | -7.2% | -8.5% |
| 30D | -7.0% | -3.1% | -3.9% | -5.9% |
| 3M | +10.5% | -2.4% | +13.0% | +11.5% |
| 6M | -30.6% | -8.6% | -22.0% | -29.1% |
| YTD | -52.3% | +4.9% | -57.3% | -54.5% |
| 1Y | -51.8% | +19.4% | -71.2% | -56.7% |
| 3Y | -41.8% | +34.9% | -76.7% | -54.1% |
| 5Y | -42.8% | +11.0% | -53.9% | -49.7% |
| All | +209.1% | +251.9% | -42.9% | +63.1% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling