-42.6%
INTU vs NVT
+420.2%
-462.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.5% | +0.9% | -1.0% |
| 7D | -8.5% | +7.0% | -15.5% | -9.9% |
| 30D | -6.1% | -2.3% | -3.8% | -6.1% |
| 3M | +7.3% | -3.1% | +10.4% | +6.2% |
| 6M | -33.2% | +47.0% | -80.3% | -43.3% |
| YTD | -52.2% | +56.2% | -108.4% | -60.9% |
| 1Y | -52.7% | +74.5% | -127.2% | -63.4% |
| 3Y | -41.6% | +184.0% | -225.6% | -67.6% |
| 5Y | -42.6% | +410.8% | -453.4% | -79.1% |
| All | -42.6% | +420.2% | -462.8% | -79.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling