+673.5%
NBIS vs INTU
-42.5%
+715.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +0.6% | +14.8% | +15.6% |
| 7D | +9.3% | -3.9% | +13.2% | +8.6% |
| 30D | -26.4% | +12.0% | -38.3% | -24.8% |
| 3M | -19.9% | +2.3% | -22.3% | -18.8% |
| 6M | -16.9% | -12.1% | -4.8% | -12.2% |
| YTD | +84.8% | -47.5% | +132.3% | +149.2% |
| 1Y | +51.3% | -46.9% | +98.2% | +101.9% |
| All | +673.5% | -42.5% | +715.9% | +727.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling