-52.7%
INTU vs NTAP
+54.6%
-107.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.3% | +0.8% | -1.0% |
| 7D | -8.5% | +2.2% | -10.7% | -9.0% |
| 30D | -6.1% | -7.0% | +0.9% | -4.6% |
| 3M | +7.3% | +12.3% | -5.0% | +3.3% |
| 6M | -33.2% | +85.1% | -118.3% | -45.7% |
| YTD | -52.2% | +74.8% | -126.9% | -60.7% |
| 1Y | -52.7% | +52.7% | -105.4% | -59.7% |
| All | -52.7% | +54.6% | -107.3% | -59.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling