+103.3%
INTU vs NVT
+492.6%
-389.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.3% | -0.5% |
| 7D | -4.1% | +17.4% | -21.5% | -7.9% |
| 30D | +12.8% | -28.4% | +41.2% | +20.4% |
| 3M | +2.1% | -32.4% | +34.5% | +9.6% |
| 6M | -11.5% | -32.2% | +20.7% | -7.0% |
| YTD | -47.9% | +14.0% | -61.9% | -55.5% |
| 1Y | -47.7% | +4.3% | -52.0% | -53.9% |
| 3Y | -34.0% | +131.7% | -165.7% | -60.4% |
| 5Y | -43.5% | +232.4% | -275.9% | -71.4% |
| All | +103.3% | +492.6% | -389.3% | -22.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling