-40.6%
INTU vs NI
+70.9%
-111.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.2% | -5.4% | -4.2% |
| 7D | -7.5% | +2.3% | -9.8% | -7.6% |
| 30D | -1.9% | -1.7% | -0.3% | -1.9% |
| 3M | +4.9% | -8.0% | +12.9% | +5.5% |
| 6M | -33.2% | -8.6% | -24.6% | -33.0% |
| YTD | -51.4% | +2.3% | -53.7% | -52.6% |
| 1Y | -52.0% | +6.9% | -58.9% | -53.8% |
| All | -40.6% | +70.9% | -111.5% | -48.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling