+13,685.3%
INTU vs NI
+2,742.3%
+10,943.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.2% | -5.4% | -4.6% |
| 7D | -7.5% | +2.3% | -9.8% | -8.3% |
| 30D | -1.9% | -1.7% | -0.3% | -1.5% |
| 3M | +4.9% | -8.0% | +12.9% | +7.7% |
| 6M | -33.2% | -8.6% | -24.6% | -31.7% |
| YTD | -51.4% | +2.3% | -53.7% | -52.5% |
| 1Y | -52.0% | +6.9% | -58.9% | -53.9% |
| 3Y | -40.7% | +70.6% | -111.2% | -52.9% |
| 5Y | -41.7% | +96.4% | -138.1% | -56.3% |
| 10Y | +211.1% | +136.1% | +75.0% | +111.8% |
| All | +13,685.3% | +2,742.3% | +10,943.0% | +3,528.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling