-32.5%
INTU vs NVD
-99.1%
+66.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.3% | +2.6% | +2.8% |
| 7D | -3.3% | +10.8% | -14.2% | -2.5% |
| 30D | -3.9% | +0.8% | -4.7% | -3.6% |
| 3M | +16.6% | -20.8% | +37.5% | +14.8% |
| 6M | -26.4% | -41.2% | +14.7% | -29.0% |
| YTD | -51.0% | -44.2% | -6.8% | -52.8% |
| 1Y | -50.8% | -54.2% | +3.4% | -53.1% |
| 3Y | -40.1% | -99.1% | +59.1% | -63.2% |
| All | -32.5% | -99.1% | +66.6% | -58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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