-40.7%
INTU vs NET
+36.7%
-77.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.6% | +6.0% | +4.1% |
| 7D | +8.7% | -16.4% | +25.0% | +13.5% |
| 30D | +25.9% | -25.8% | +51.7% | +35.0% |
| 3M | +10.7% | -11.5% | +22.3% | +12.2% |
| 6M | -11.6% | +18.9% | -30.5% | -19.1% |
| YTD | -45.4% | +35.2% | -80.6% | -52.7% |
| 1Y | -45.2% | +14.5% | -59.7% | -50.4% |
| 3Y | -26.5% | +313.8% | -340.3% | -57.2% |
| 5Y | -40.7% | +32.6% | -73.2% | -62.7% |
| All | -40.7% | +36.7% | -77.4% | -62.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 5y: compounded portfolio wealth divided by compounded NET 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…
5y analysis · Full analysis span regression · 6 months rolling