+48.8%
NU vs INTU
-48.9%
+97.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.4% | +1.4% | -0.3% |
| 7D | +7.5% | -7.1% | +14.6% | +11.4% |
| 30D | +6.1% | +1.5% | +4.7% | +4.5% |
| 3M | +26.8% | +10.7% | +16.2% | +17.5% |
| 6M | +2.5% | -23.8% | +26.3% | +12.0% |
| YTD | -8.2% | -49.3% | +41.1% | +30.4% |
| 1Y | +3.4% | -49.7% | +53.0% | +46.5% |
| 3Y | +116.2% | -38.0% | +154.2% | +143.2% |
| All | +48.8% | -48.9% | +97.7% | +130.7% |
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 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