-32.5%
INTU vs NXT
+194.0%
-226.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -0.9% | -1.0% |
| 7D | -3.9% | +15.1% | -19.0% | -3.7% |
| 30D | +11.7% | +21.8% | -10.1% | +12.1% |
| 3M | +4.5% | +1.6% | +2.9% | +4.6% |
| 6M | -13.9% | -16.7% | +2.8% | -13.8% |
| YTD | -48.2% | +20.4% | -68.6% | -48.9% |
| 1Y | -47.1% | +0.2% | -47.4% | -47.5% |
| 3Y | -32.5% | +208.7% | -241.2% | -40.3% |
| All | -32.5% | +194.0% | -226.5% | -40.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling