+144.3%
NBIS vs INTU
-52.8%
+197.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.4% | -4.7% | -5.3% |
| 7D | +8.3% | -9.2% | +17.5% | +3.9% |
| 30D | +18.1% | -7.0% | +25.1% | +15.2% |
| 3M | +7.8% | +10.5% | -2.8% | +14.9% |
| 6M | +136.6% | -30.6% | +167.1% | +136.5% |
| YTD | +172.5% | -52.3% | +224.9% | +185.8% |
| 1Y | +144.3% | -51.8% | +196.1% | +159.7% |
| All | +144.3% | -52.8% | +197.0% | +159.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 INTU 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