+116.2%
INTU vs NTR
+97.9%
+18.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +2.9% |
| 7D | -3.3% | -1.3% | -2.1% | -3.1% |
| 30D | -3.9% | +16.8% | -20.7% | -7.8% |
| 3M | +16.6% | +20.7% | -4.1% | +10.7% |
| 6M | -26.4% | +0.5% | -27.0% | -27.3% |
| YTD | -51.0% | +29.2% | -80.2% | -55.2% |
| 1Y | -50.8% | +39.6% | -90.4% | -56.2% |
| 3Y | -40.1% | +37.9% | -77.9% | -47.6% |
| 5Y | -41.2% | +47.1% | -88.3% | -53.0% |
| All | +116.2% | +97.9% | +18.2% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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