+14,779.2%
INTU vs NEE
+5,542.7%
+9,236.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +1.0% | +0.8% |
| 7D | -3.9% | -2.8% | -1.1% | -3.0% |
| 30D | +12.0% | +9.5% | +2.5% | +8.5% |
| 3M | +2.3% | +1.0% | +1.3% | +2.0% |
| 6M | -12.1% | -8.0% | -4.1% | -10.0% |
| YTD | -47.5% | +9.4% | -57.0% | -50.1% |
| 1Y | -46.9% | +3.1% | -50.0% | -48.5% |
| 3Y | -33.5% | +70.5% | -104.0% | -48.9% |
| 5Y | -41.2% | +15.2% | -56.5% | -47.7% |
| 10Y | +233.5% | +291.2% | -57.7% | +91.6% |
| All | +14,779.2% | +5,542.7% | +9,236.4% | +3,757.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling