-34.1%
INTU vs NVD
-99.2%
+65.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.9% | -3.4% | -1.4% |
| 7D | -8.5% | +0.5% | -9.0% | -8.4% |
| 30D | -6.1% | -9.3% | +3.2% | -6.7% |
| 3M | +7.3% | -22.1% | +29.4% | +5.6% |
| 6M | -33.2% | -45.8% | +12.6% | -36.1% |
| YTD | -52.2% | -46.7% | -5.4% | -54.1% |
| 1Y | -52.7% | -59.5% | +6.8% | -55.5% |
| 3Y | -41.6% | -99.2% | +57.5% | -64.2% |
| All | -34.1% | -99.2% | +65.1% | -59.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling