+49.6%
NU vs INTU
-33.0%
+82.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.0% | +3.7% | +2.9% |
| 7D | +6.4% | -3.9% | +10.3% | +7.2% |
| 30D | -23.3% | +11.7% | -35.0% | -25.2% |
| 3M | -10.7% | +4.5% | -15.2% | -12.2% |
| 6M | -10.4% | -13.9% | +3.4% | -8.7% |
| YTD | -26.2% | -48.2% | +22.1% | -8.3% |
| 1Y | -22.1% | -47.1% | +25.0% | -4.5% |
| 3Y | +49.6% | -32.5% | +82.1% | +38.5% |
| All | +49.6% | -33.0% | +82.7% | +38.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling