-38.4%
INTU vs NET
+112.9%
-151.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.0% | -1.4% | -2.8% |
| 7D | -7.1% | -7.0% | -0.1% | -5.3% |
| 30D | +1.5% | -4.8% | +6.2% | +2.5% |
| 3M | +10.7% | +3.8% | +6.8% | +8.6% |
| 6M | -23.8% | +50.0% | -73.9% | -34.1% |
| YTD | -49.3% | +41.5% | -90.8% | -55.8% |
| 1Y | -49.7% | +32.8% | -82.5% | -55.8% |
| 3Y | -38.0% | +335.9% | -373.9% | -63.9% |
| All | -38.4% | +112.9% | -151.3% | -64.3% |
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