-43.2%
INTU vs NVMI
+140.3%
-183.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.0% | +3.4% | +0.9% |
| 7D | +0.1% | +1.5% | -1.4% | -0.3% |
| 30D | +10.1% | -4.1% | +14.1% | +10.3% |
| 3M | -4.2% | -22.8% | +18.6% | -0.8% |
| 6M | -7.2% | -36.9% | +29.7% | -2.9% |
| YTD | -47.7% | -3.2% | -44.5% | -53.7% |
| 1Y | -46.7% | +7.1% | -53.8% | -54.6% |
| 3Y | -34.1% | +181.5% | -215.6% | -69.1% |
| All | -43.2% | +140.3% | -183.5% | -73.1% |
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