-34.4%
INTU vs NI
+101.6%
-136.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -0.8% |
| 7D | -4.1% | +3.1% | -7.2% | -4.3% |
| 30D | +12.8% | +11.2% | +1.7% | +12.2% |
| 3M | +2.1% | +9.8% | -7.7% | +1.5% |
| 6M | -11.5% | -1.6% | -9.9% | -11.3% |
| YTD | -47.9% | +12.6% | -60.6% | -49.7% |
| 1Y | -47.7% | +7.8% | -55.5% | -48.9% |
| All | -34.4% | +101.6% | -136.0% | -46.9% |
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