+104.2%
INTU vs NVT
+488.5%
-384.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.2% | +0.6% |
| 7D | +0.1% | +8.0% | -7.9% | -1.8% |
| 30D | +10.1% | -24.8% | +34.8% | +16.1% |
| 3M | -4.2% | -32.4% | +28.2% | +2.8% |
| 6M | -7.2% | -33.5% | +26.2% | -1.9% |
| YTD | -47.7% | +13.2% | -60.9% | -55.2% |
| 1Y | -46.7% | +9.0% | -55.7% | -53.9% |
| 3Y | -34.1% | +129.4% | -163.5% | -60.3% |
| 5Y | -43.3% | +230.1% | -273.4% | -71.2% |
| All | +104.2% | +488.5% | -384.3% | -21.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling