-34.3%
INTU vs NVTS
+51.0%
-85.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.7% | +0.7% |
| 7D | -1.2% | +9.6% | -10.8% | -1.3% |
| 30D | +12.4% | -13.0% | +25.4% | +12.5% |
| 3M | +2.3% | -28.8% | +31.0% | +2.5% |
| 6M | -13.3% | -48.5% | +35.1% | -13.3% |
| YTD | -47.9% | +31.4% | -79.3% | -49.7% |
| 1Y | -47.2% | -2.3% | -44.9% | -48.5% |
| All | -34.3% | +51.0% | -85.4% | -33.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling