+1,031.9%
NBIS vs INTU
-44.4%
+1,076.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -3.4% | +10.9% | +7.1% |
| 7D | +8.2% | -7.1% | +15.3% | +7.5% |
| 30D | +3.4% | +1.5% | +1.9% | +3.5% |
| 3M | -12.8% | +10.7% | -23.5% | -11.8% |
| 6M | +131.5% | -23.8% | +155.4% | +146.1% |
| YTD | +170.5% | -49.3% | +219.8% | +259.4% |
| 1Y | +248.8% | -49.7% | +298.4% | +364.3% |
| All | +1,031.9% | -44.4% | +1,076.4% | +1,093.4% |
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