+210.2%
INTU vs NWSA
+150.8%
+59.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.4% |
| 7D | -8.5% | -3.1% | -5.4% | -7.1% |
| 30D | -6.1% | +4.3% | -10.4% | -7.9% |
| 3M | +7.3% | +9.2% | -1.9% | +3.2% |
| 6M | -33.2% | +21.6% | -54.8% | -39.1% |
| YTD | -52.2% | +14.2% | -66.4% | -55.1% |
| 1Y | -52.7% | +1.8% | -54.4% | -53.4% |
| 3Y | -41.6% | +44.4% | -86.1% | -51.5% |
| 5Y | -42.6% | +41.0% | -83.6% | -52.9% |
| All | +210.2% | +150.8% | +59.4% | +88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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