+14,671.9%
INTU vs NEM
+485.3%
+14,186.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.9% | +4.2% | -0.4% |
| 7D | -4.1% | -5.9% | +1.8% | -3.7% |
| 30D | +12.8% | -2.6% | +15.4% | +13.0% |
| 3M | +2.1% | -4.2% | +6.3% | +2.2% |
| 6M | -11.5% | -5.5% | -6.0% | -11.5% |
| YTD | -47.9% | +13.5% | -61.5% | -49.0% |
| 1Y | -47.7% | +22.2% | -69.8% | -49.1% |
| 3Y | -34.0% | +249.0% | -282.9% | -41.4% |
| 5Y | -43.5% | +120.1% | -163.6% | -48.5% |
| 10Y | +231.1% | +356.3% | -125.2% | +186.1% |
| All | +14,671.9% | +485.3% | +14,186.6% | +12,720.4% |
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