+237.9%
INTU vs NTAP
+575.4%
-337.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -1.2% | -7.8% | +6.5% | +1.3% |
| 30D | +12.4% | -25.8% | +38.2% | +23.3% |
| 3M | +2.3% | -11.2% | +13.5% | +4.2% |
| 6M | -13.3% | +49.9% | -63.2% | -29.4% |
| YTD | -47.9% | +66.9% | -114.7% | -59.6% |
| 1Y | -47.2% | +58.8% | -106.0% | -58.2% |
| 3Y | -33.9% | +140.8% | -174.7% | -58.1% |
| 5Y | -41.3% | +115.0% | -156.3% | -61.6% |
| 10Y | +237.9% | +570.8% | -332.9% | +48.5% |
| All | +237.9% | +575.4% | -337.6% | +48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NTAP.
Daily Out/Under-Performance
Portfolio return minus NTAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTAP 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 NTAP 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