-40.1%
INTU vs NVMI
+207.9%
-247.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.6% | +1.2% | +2.7% |
| 7D | -3.3% | -0.1% | -3.3% | -3.3% |
| 30D | -3.9% | -8.4% | +4.5% | -3.6% |
| 3M | +16.6% | -33.6% | +50.2% | +19.6% |
| 6M | -26.4% | -14.7% | -11.8% | -28.0% |
| YTD | -51.0% | +13.2% | -64.2% | -55.1% |
| 1Y | -50.8% | +29.0% | -79.8% | -56.5% |
| 3Y | -40.1% | +215.0% | -255.0% | -62.6% |
| All | -40.1% | +207.9% | -247.9% | -62.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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