+14,280.4%
INTU vs NVO
+18,877.5%
-4,597.1%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.9% | -1.5% | -2.8% |
| 7D | -7.1% | +2.2% | -9.3% | -7.7% |
| 30D | +1.5% | +6.0% | -4.5% | -0.3% |
| 3M | +10.7% | +7.9% | +2.8% | +7.7% |
| 6M | -23.8% | +27.1% | -50.9% | -29.3% |
| YTD | -49.3% | -3.8% | -45.5% | -49.5% |
| 1Y | -49.7% | -12.8% | -36.8% | -48.9% |
| 3Y | -38.0% | -46.3% | +8.3% | -31.4% |
| 5Y | -38.7% | +3.6% | -42.3% | -45.6% |
| 10Y | +221.3% | +157.0% | +64.3% | +115.3% |
| All | +14,280.4% | +18,877.5% | -4,597.1% | +2,380.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVO.
Daily Out/Under-Performance
Portfolio return minus NVO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVO 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 NVO 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