-42.8%
INTU vs NVMI
+263.1%
-305.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.7% | 0.0% |
| 7D | -9.2% | +3.8% | -12.9% | -9.9% |
| 30D | -7.0% | -7.6% | +0.5% | -5.9% |
| 3M | +10.5% | -28.0% | +38.5% | +15.7% |
| 6M | -30.6% | -15.3% | -15.3% | -32.4% |
| YTD | -52.3% | +11.5% | -63.8% | -58.4% |
| 1Y | -51.8% | +31.6% | -83.4% | -60.9% |
| 3Y | -41.8% | +207.0% | -248.8% | -71.7% |
| 5Y | -42.8% | +262.8% | -305.7% | -75.1% |
| All | -42.8% | +263.1% | -305.9% | -75.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling