-52.7%
INTU vs NEE
+22.1%
-74.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.2% | -2.3% |
| 7D | -8.5% | -0.5% | -7.9% | -8.7% |
| 30D | -6.1% | -1.7% | -4.4% | -6.9% |
| 3M | +7.3% | -1.8% | +9.2% | +6.5% |
| 6M | -33.2% | -8.8% | -24.4% | -35.3% |
| YTD | -52.2% | +5.2% | -57.4% | -52.9% |
| 1Y | -52.7% | +21.3% | -74.0% | -52.6% |
| All | -52.7% | +22.1% | -74.7% | -52.6% |
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