-50.8%
INTU vs NRG
-28.9%
-21.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.6% | +1.2% | +3.2% |
| 7D | -3.3% | -4.7% | +1.3% | -4.5% |
| 30D | -3.9% | -6.0% | +2.0% | -5.0% |
| 3M | +16.6% | -8.0% | +24.6% | +15.6% |
| 6M | -26.4% | -23.2% | -3.3% | -28.8% |
| YTD | -51.0% | -28.1% | -22.9% | -53.0% |
| 1Y | -50.8% | -27.3% | -23.5% | -53.3% |
| All | -50.8% | -28.9% | -21.9% | -53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 1y: compounded portfolio wealth divided by compounded NRG 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…
1y analysis · Full analysis span regression · 6 months rolling