+129.8%
NOK vs INTU
+209.2%
-79.3%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.6% | +1.4% |
| 7D | +9.3% | -8.5% | +17.8% | +11.7% |
| 30D | +17.9% | -6.1% | +24.0% | +19.2% |
| 3M | -22.3% | +7.3% | -29.6% | -25.2% |
| 6M | +36.4% | -33.2% | +69.6% | +48.2% |
| YTD | +66.3% | -52.2% | +118.5% | +101.7% |
| 1Y | +134.4% | -52.7% | +187.1% | +184.9% |
| 3Y | +186.6% | -41.6% | +228.2% | +211.5% |
| 5Y | +102.7% | -42.6% | +145.3% | +111.9% |
| 10Y | +129.8% | +211.0% | -81.2% | +11.5% |
| All | +129.8% | +209.2% | -79.3% | +11.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling