+1,101.8%
NBIS vs INTU
-47.6%
+1,149.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.1% | -1.6% |
| 7D | +17.8% | -8.5% | +26.2% | +16.7% |
| 30D | +30.5% | -6.1% | +36.7% | +29.8% |
| 3M | +9.2% | +7.3% | +1.9% | +9.4% |
| 6M | +153.2% | -33.2% | +186.4% | +177.3% |
| YTD | +187.1% | -52.2% | +239.3% | +279.3% |
| 1Y | +151.1% | -52.7% | +203.8% | +233.3% |
| All | +1,101.8% | -47.6% | +1,149.3% | +1,159.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling