+1,826.5%
INTU vs NVMI
+1,967.2%
-140.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +5.5% | -8.9% | -3.9% |
| 7D | -7.1% | +6.6% | -13.7% | -7.7% |
| 30D | +1.5% | -7.5% | +9.0% | +2.0% |
| 3M | +10.7% | -28.5% | +39.2% | +13.2% |
| 6M | -23.8% | -15.7% | -8.1% | -24.1% |
| YTD | -49.3% | +13.3% | -62.6% | -51.3% |
| 1Y | -49.7% | +48.3% | -97.9% | -53.2% |
| 3Y | -38.0% | +191.2% | -229.3% | -47.2% |
| 5Y | -38.7% | +268.7% | -307.4% | -49.1% |
| 10Y | +221.3% | +3,034.8% | -2,813.5% | +129.1% |
| All | +1,826.5% | +1,967.2% | -140.7% | +1,147.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling