+236.7%
INTU vs NI
+197.8%
+38.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.3% |
| 7D | +0.1% | +4.3% | -4.2% | -1.5% |
| 30D | +10.1% | +12.4% | -2.3% | +5.3% |
| 3M | -4.2% | +10.2% | -14.4% | -7.8% |
| 6M | -7.2% | -0.8% | -6.4% | -7.6% |
| YTD | -47.7% | +13.2% | -60.9% | -51.1% |
| 1Y | -46.7% | +10.1% | -56.8% | -49.6% |
| 3Y | -34.1% | +103.1% | -137.2% | -53.1% |
| 5Y | -43.3% | +115.5% | -158.8% | -61.0% |
| All | +236.7% | +197.8% | +38.9% | +106.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 10y: compounded portfolio wealth divided by compounded NI 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…
10y analysis · Full analysis span regression · 6 months rolling