-45.2%
INTU vs NUE
+86.4%
-131.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.1% | +5.5% | +3.0% |
| 7D | +8.7% | -1.4% | +10.1% | +8.4% |
| 30D | +25.9% | +6.6% | +19.3% | +27.5% |
| 3M | +10.7% | -2.0% | +12.7% | +10.8% |
| 6M | -11.6% | +19.2% | -30.8% | -8.3% |
| YTD | -45.4% | +65.6% | -111.0% | -39.4% |
| 1Y | -45.2% | +87.8% | -133.1% | -43.2% |
| All | -45.2% | +86.4% | -131.7% | -43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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