-16.3%
NOW vs INTU
-29.7%
+13.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.8% | +3.4% | +2.4% |
| 7D | -3.0% | +0.1% | -3.1% | -3.3% |
| 30D | -26.0% | +15.4% | -41.5% | -34.2% |
| 3M | -13.1% | +6.6% | -19.7% | -18.1% |
| 6M | +14.5% | -11.3% | +25.8% | +20.7% |
| YTD | -33.4% | -47.7% | +14.3% | +1.8% |
| 1Y | -40.6% | -47.0% | +6.4% | -10.0% |
| 3Y | -16.3% | -29.9% | +13.6% | +3.7% |
| All | -16.3% | -29.7% | +13.4% | +3.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling