+235.9%
NVDA vs INTU
-33.2%
+269.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.4% | -2.5% | -2.1% |
| 7D | -12.7% | +0.1% | -12.8% | -12.8% |
| 30D | -26.4% | +10.1% | -36.5% | -28.3% |
| 3M | -27.6% | -4.2% | -23.5% | -27.3% |
| 6M | -27.7% | -7.2% | -20.5% | -27.5% |
| YTD | -12.5% | -47.7% | +35.2% | +14.4% |
| 1Y | -12.6% | -46.7% | +34.1% | +12.6% |
| 3Y | +235.9% | -34.1% | +270.0% | +245.6% |
| All | +235.9% | -33.2% | +269.2% | +245.6% |
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