-40.7%
INTU vs NEE
+38.3%
-79.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.5% | -4.6% | -4.1% |
| 7D | -7.5% | +1.1% | -8.6% | -7.5% |
| 30D | -1.9% | -0.2% | -1.7% | -1.9% |
| 3M | +4.9% | +0.5% | +4.3% | +4.9% |
| 6M | -33.2% | -6.5% | -26.7% | -33.4% |
| YTD | -51.4% | +6.7% | -58.1% | -51.7% |
| 1Y | -52.0% | +23.6% | -75.6% | -52.6% |
| 3Y | -40.7% | +37.1% | -77.8% | -45.0% |
| All | -40.7% | +38.3% | -79.0% | -45.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling