+2,111.6%
NOW vs INTU
+603.7%
+1,507.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.5% | -3.8% | -2.9% |
| 7D | -27.5% | +8.7% | -36.2% | -32.3% |
| 30D | -20.0% | +25.9% | -45.9% | -33.4% |
| 3M | -7.9% | +10.7% | -18.6% | -15.7% |
| 6M | +18.3% | -11.6% | +29.9% | +26.1% |
| YTD | -29.0% | -45.4% | +16.4% | +8.9% |
| 1Y | -38.7% | -45.2% | +6.5% | -6.3% |
| 3Y | -10.3% | -26.5% | +16.2% | +6.9% |
| 5Y | -22.5% | -40.7% | +18.2% | +5.8% |
| 10Y | +553.8% | +267.2% | +286.6% | +175.5% |
| All | +2,111.6% | +603.7% | +1,507.9% | +690.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling