+1,119.4%
NBIS vs INTU
-46.7%
+1,166.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -4.1% | +11.9% | +7.3% |
| 7D | +22.2% | -7.5% | +29.8% | +21.3% |
| 30D | +29.7% | -1.9% | +31.7% | +29.4% |
| 3M | +11.9% | +4.9% | +7.0% | +12.9% |
| 6M | +173.0% | -33.2% | +206.2% | +201.4% |
| YTD | +191.4% | -51.4% | +242.8% | +285.5% |
| 1Y | +280.7% | -52.0% | +332.7% | +406.5% |
| All | +1,119.4% | -46.7% | +1,166.1% | +1,180.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling