-17.1%
NOW vs INTU
-33.0%
+15.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.7% | +1.5% |
| 7D | -3.1% | -3.9% | +0.9% | -0.4% |
| 30D | -27.0% | +11.7% | -38.8% | -33.5% |
| 3M | -17.7% | +4.5% | -22.2% | -21.3% |
| 6M | +12.7% | -13.9% | +26.6% | +21.3% |
| YTD | -32.9% | -48.2% | +15.3% | +3.4% |
| 1Y | -40.4% | -47.1% | +6.8% | -9.4% |
| 3Y | -17.1% | -32.5% | +15.4% | +4.7% |
| All | -17.1% | -33.0% | +15.9% | +4.7% |
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