-41.5%
INTU vs NVDL
+662.3%
-703.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.8% | +0.2% | -1.4% |
| 7D | -8.5% | -0.8% | -7.6% | -8.4% |
| 30D | -6.1% | +3.4% | -9.5% | -6.7% |
| 3M | +7.3% | +8.1% | -0.8% | +5.7% |
| 6M | -33.2% | +31.9% | -65.1% | -36.0% |
| YTD | -52.2% | +21.1% | -73.3% | -54.0% |
| 1Y | -52.7% | +34.0% | -86.7% | -55.4% |
| All | -41.5% | +662.3% | -703.8% | -64.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDL.
Daily Out/Under-Performance
Portfolio return minus NVDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDL 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 NVDL 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