-40.7%
INTU vs NVD
-99.2%
+58.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +3.9% | -8.0% | -3.8% |
| 7D | -7.5% | -7.7% | +0.1% | -8.1% |
| 30D | -1.9% | -5.8% | +3.9% | -2.2% |
| 3M | +4.9% | -23.2% | +28.1% | +3.0% |
| 6M | -33.2% | -49.7% | +16.5% | -36.5% |
| YTD | -51.4% | -47.7% | -3.7% | -53.4% |
| 1Y | -52.0% | -61.3% | +9.4% | -55.1% |
| 3Y | -40.7% | -99.2% | +58.5% | -64.1% |
| All | -40.7% | -99.2% | +58.5% | -64.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling