+14,280.4%
INTU vs NEM
+565.6%
+13,714.9%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.8% | -1.6% | -3.2% |
| 7D | -7.1% | +0.3% | -7.4% | -7.1% |
| 30D | +1.5% | +23.1% | -21.6% | -0.1% |
| 3M | +10.7% | +18.5% | -7.8% | +9.1% |
| 6M | -23.8% | +7.8% | -31.6% | -24.7% |
| YTD | -49.3% | +29.1% | -78.4% | -50.7% |
| 1Y | -49.7% | +72.7% | -122.3% | -52.3% |
| 3Y | -38.0% | +248.7% | -286.8% | -44.9% |
| 5Y | -38.7% | +148.7% | -187.4% | -44.5% |
| 10Y | +221.3% | +304.8% | -83.4% | +179.1% |
| All | +14,280.4% | +565.6% | +13,714.9% | +12,282.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling