+3.4%
NU vs INTU
-49.4%
+52.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.4% | +1.4% | -2.0% |
| 7D | +7.5% | -7.1% | +14.6% | +7.4% |
| 30D | +6.1% | +1.5% | +4.7% | +6.1% |
| 3M | +26.8% | +10.7% | +16.2% | +26.5% |
| 6M | +2.5% | -23.8% | +26.3% | +4.0% |
| YTD | -8.2% | -49.3% | +41.1% | -0.4% |
| 1Y | +3.4% | -49.7% | +53.0% | +11.7% |
| All | +3.4% | -49.4% | +52.8% | +11.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling