-12.1%
INTU vs JBL
-27.1%
+15.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.6% | -3.0% | +2.3% |
| 7D | -3.9% | +0.1% | -4.1% | -3.8% |
| 30D | +12.0% | -17.0% | +29.0% | +3.4% |
| 3M | +2.3% | -27.4% | +29.7% | -11.3% |
| 6M | -12.1% | -29.1% | +17.0% | -23.2% |
| All | -12.1% | -27.1% | +15.0% | -23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 6mo: compounded portfolio wealth divided by compounded JBL 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…
6mo analysis · Full analysis span regression · 6 months rolling