+127.9%
NOK vs INTU
+232.2%
-104.3%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.4% | -3.0% | -2.6% |
| 7D | +5.4% | +0.1% | +5.3% | +5.3% |
| 30D | -14.1% | +10.1% | -24.2% | -16.7% |
| 3M | -23.6% | -4.2% | -19.4% | -23.8% |
| 6M | -45.1% | -7.2% | -37.9% | -46.1% |
| YTD | +24.7% | -47.7% | +72.4% | +46.3% |
| 1Y | +19.0% | -46.7% | +65.7% | +38.4% |
| 3Y | +147.0% | -34.1% | +181.1% | +156.6% |
| 5Y | +58.2% | -43.3% | +101.5% | +66.8% |
| All | +127.9% | +232.2% | -104.3% | +10.9% |
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