+2,771.1%
NOW vs INTU
+553.4%
+2,217.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.4% | +0.4% | -0.4% |
| 7D | -2.4% | -7.1% | +4.7% | +3.2% |
| 30D | +20.5% | +1.5% | +19.1% | +19.0% |
| 3M | +18.3% | +10.7% | +7.7% | +9.8% |
| 6M | +24.1% | -23.8% | +47.9% | +51.1% |
| YTD | -7.8% | -49.3% | +41.5% | +50.9% |
| 1Y | -21.4% | -49.7% | +28.3% | +29.1% |
| 3Y | +19.5% | -38.0% | +57.6% | +63.6% |
| 5Y | +4.1% | -38.7% | +42.8% | +40.4% |
| 10Y | +826.4% | +221.3% | +605.1% | +330.6% |
| All | +2,771.1% | +553.4% | +2,217.7% | +996.4% |
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 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