-52.0%
INTU vs NXT
+20.2%
-72.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.1% | -5.3% | -4.0% |
| 7D | -7.5% | +2.9% | -10.4% | -7.3% |
| 30D | -1.9% | -17.2% | +15.3% | -3.6% |
| 3M | +4.9% | -32.0% | +36.8% | +2.3% |
| 6M | -33.2% | -15.8% | -17.5% | -34.0% |
| YTD | -51.4% | -1.9% | -49.5% | -52.7% |
| 1Y | -52.0% | +22.5% | -74.5% | -53.9% |
| All | -52.0% | +20.2% | -72.2% | -53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 1y: compounded portfolio wealth divided by compounded NXT 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…
1y analysis · Full analysis span regression · 6 months rolling