-41.5%
INTU vs NUE
+60.7%
-102.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.2% | -1.6% |
| 7D | -8.5% | -2.3% | -6.2% | -8.2% |
| 30D | -6.1% | -6.1% | 0.0% | -5.5% |
| 3M | +7.3% | +1.7% | +5.7% | +6.8% |
| 6M | -33.2% | +53.1% | -86.3% | -37.8% |
| YTD | -52.2% | +59.0% | -111.2% | -56.0% |
| 1Y | -52.7% | +85.3% | -138.0% | -58.0% |
| All | -41.5% | +60.7% | -102.2% | -50.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling