-18.6%
INTU vs NXT
+178.8%
-197.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.2% | -4.6% | -3.4% |
| 7D | -7.1% | -1.1% | -6.0% | -7.1% |
| 30D | +1.5% | -15.3% | +16.8% | +1.6% |
| 3M | +10.7% | -43.8% | +54.4% | +11.7% |
| 6M | -23.8% | -18.7% | -5.2% | -24.3% |
| YTD | -49.3% | -3.0% | -46.3% | -50.3% |
| 1Y | -49.7% | +22.7% | -72.4% | -51.4% |
| 3Y | -38.0% | +95.9% | -133.9% | -43.8% |
| All | -18.6% | +178.8% | -197.3% | -29.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling