-41.6%
INTU vs NVTS
-16.8%
-24.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.3% | -1.5% | +2.6% |
| 7D | -3.3% | -1.4% | -1.9% | -3.3% |
| 30D | -3.9% | -16.5% | +12.6% | -3.1% |
| 3M | +16.6% | -47.6% | +64.3% | +20.1% |
| 6M | -26.4% | +7.3% | -33.7% | -29.8% |
| YTD | -51.0% | +62.9% | -113.9% | -55.3% |
| 1Y | -50.8% | +91.3% | -142.1% | -56.5% |
| 3Y | -40.1% | +43.4% | -83.5% | -47.6% |
| All | -41.6% | -16.8% | -24.8% | -51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 NVTS 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