+101.3%
NOK vs INTU
-40.9%
+142.2%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -4.1% | +10.3% | +6.9% |
| 7D | +7.3% | -7.5% | +14.8% | +8.6% |
| 30D | +13.8% | -1.9% | +15.7% | +13.7% |
| 3M | -27.0% | +4.9% | -31.9% | -28.4% |
| 6M | +37.6% | -33.2% | +70.8% | +48.6% |
| YTD | +64.6% | -51.4% | +116.0% | +95.8% |
| 1Y | +132.0% | -52.0% | +184.0% | +176.6% |
| 3Y | +183.7% | -40.7% | +224.3% | +203.7% |
| 5Y | +101.3% | -41.7% | +143.0% | +104.7% |
| All | +101.3% | -40.9% | +142.2% | +104.7% |
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