-21.9%
INTU vs NXT
+181.9%
-203.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.1% | -5.3% | -4.1% |
| 7D | -7.5% | +2.9% | -10.4% | -7.5% |
| 30D | -1.9% | -17.2% | +15.3% | -1.8% |
| 3M | +4.9% | -32.0% | +36.8% | +5.3% |
| 6M | -33.2% | -15.8% | -17.5% | -33.7% |
| YTD | -51.4% | -1.9% | -49.5% | -52.3% |
| 1Y | -52.0% | +22.5% | -74.5% | -53.6% |
| 3Y | -40.7% | +100.5% | -141.2% | -46.3% |
| All | -21.9% | +181.9% | -203.8% | -32.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling