+45.2%
NU vs INTU
-51.8%
+97.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.6% | -0.6% | -1.4% |
| 7D | -2.6% | -8.5% | +5.9% | +1.7% |
| 30D | +8.2% | -6.1% | +14.4% | +10.8% |
| 3M | +26.3% | +7.3% | +18.9% | +18.8% |
| 6M | +2.2% | -33.2% | +35.5% | +21.2% |
| YTD | -10.4% | -52.2% | +41.8% | +30.9% |
| 1Y | -3.0% | -52.7% | +49.7% | +41.9% |
| 3Y | +120.3% | -41.6% | +161.9% | +155.3% |
| All | +45.2% | -51.8% | +97.0% | +131.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling