+16,145.4%
INTU vs JBL
+34,886.9%
-18,741.5%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.2% | +2.6% | +0.9% |
| 7D | +0.1% | +6.3% | -6.3% | -1.3% |
| 30D | +10.1% | -13.5% | +23.6% | +12.9% |
| 3M | -4.2% | -31.3% | +27.2% | +2.5% |
| 6M | -7.2% | -28.4% | +21.2% | -3.3% |
| YTD | -47.7% | +11.6% | -59.3% | -51.5% |
| 1Y | -46.7% | +26.1% | -72.8% | -52.0% |
| 3Y | -34.1% | +97.4% | -131.4% | -48.0% |
| 5Y | -43.3% | +301.0% | -344.3% | -62.0% |
| 10Y | +232.6% | +1,151.1% | -918.5% | +69.5% |
| All | +16,145.4% | +34,886.9% | -18,741.5% | +5,309.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling