+19.3%
NU vs INTU
-47.1%
+66.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.3% | +1.7% |
| 7D | +2.8% | -3.9% | +6.7% | +4.7% |
| 30D | -23.0% | +12.0% | -35.0% | -27.7% |
| 3M | -9.7% | +2.3% | -12.1% | -12.3% |
| 6M | -8.7% | -12.1% | +3.3% | -7.5% |
| YTD | -26.4% | -47.5% | +21.1% | +1.8% |
| 1Y | -24.8% | -46.9% | +22.1% | +2.6% |
| 3Y | +44.6% | -33.5% | +78.1% | +54.0% |
| All | +19.3% | -47.1% | +66.4% | +80.2% |
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