+48.4%
NU vs INTU
-51.0%
+99.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.1% | +3.9% | +1.8% |
| 7D | +6.0% | -7.5% | +13.6% | +10.1% |
| 30D | +10.8% | -1.9% | +12.7% | +10.8% |
| 3M | +32.2% | +4.9% | +27.3% | +25.9% |
| 6M | +5.1% | -33.2% | +38.4% | +24.9% |
| YTD | -8.4% | -51.4% | +43.0% | +32.7% |
| 1Y | +0.7% | -52.0% | +52.7% | +46.2% |
| 3Y | +125.1% | -40.7% | +165.8% | +158.9% |
| All | +48.4% | -51.0% | +99.4% | +134.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling