-51.6%
INTU vs NEM
+68.0%
-119.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.3% | -2.8% | -1.5% |
| 7D | -8.5% | +3.1% | -11.5% | -8.2% |
| 30D | -6.1% | +10.0% | -16.1% | -5.2% |
| 3M | +7.3% | +30.9% | -23.6% | +10.7% |
| 6M | -33.2% | +10.5% | -43.8% | -31.9% |
| YTD | -52.2% | +29.7% | -81.9% | -51.2% |
| All | -51.6% | +68.0% | -119.6% | -54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NEM.
Daily Out/Under-Performance
Portfolio return minus NEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEM 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 NEM 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