+504.4%
NOW vs INTU
+230.7%
+273.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -1.5% |
| 7D | -1.7% | -4.1% | +2.5% | +1.5% |
| 30D | -27.4% | +12.8% | -40.2% | -34.6% |
| 3M | -19.4% | +2.1% | -21.5% | -21.8% |
| 6M | +13.1% | -11.5% | +24.6% | +20.4% |
| YTD | -34.3% | -47.9% | +13.6% | +6.6% |
| 1Y | -41.8% | -47.7% | +5.9% | -5.9% |
| 3Y | -20.7% | -34.0% | +13.2% | +2.8% |
| 5Y | -27.2% | -43.5% | +16.3% | +4.0% |
| All | +504.4% | +230.7% | +273.7% | +131.3% |
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