+89.7%
INTU vs NVT
+732.7%
-643.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +4.2% | -8.3% | -5.3% |
| 7D | -7.5% | +10.4% | -17.9% | -10.2% |
| 30D | -1.9% | -1.3% | -0.7% | -2.2% |
| 3M | +4.9% | -0.6% | +5.5% | +2.7% |
| 6M | -33.2% | +53.8% | -87.0% | -44.8% |
| YTD | -51.4% | +60.2% | -111.6% | -60.9% |
| 1Y | -52.0% | +76.8% | -128.8% | -63.1% |
| 3Y | -40.7% | +191.2% | -231.9% | -65.0% |
| 5Y | -41.7% | +430.9% | -472.7% | -73.5% |
| All | +89.7% | +732.7% | -643.1% | -31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded NVT 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling