-26.0%
NOW vs INTU
-41.2%
+15.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.5% | -5.4% | -5.5% |
| 7D | -6.7% | +7.1% | -13.8% | -11.8% |
| 30D | -25.8% | +23.0% | -48.8% | -37.5% |
| 3M | -12.7% | +8.7% | -21.4% | -19.2% |
| 6M | +11.2% | -10.1% | +21.4% | +17.1% |
| YTD | -33.2% | -45.7% | +12.5% | +4.2% |
| 1Y | -41.8% | -45.1% | +3.3% | -10.0% |
| 3Y | -15.7% | -26.9% | +11.3% | -0.2% |
| 5Y | -26.0% | -40.0% | +13.9% | -2.4% |
| All | -26.0% | -41.2% | +15.2% | -2.4% |
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