+237.9%
INTU vs JCI
+298.2%
-60.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +0.9% | +0.7% |
| 7D | -1.2% | -5.9% | +4.6% | +0.5% |
| 30D | +12.4% | -10.4% | +22.8% | +15.7% |
| 3M | +2.3% | -6.1% | +8.4% | +2.7% |
| 6M | -13.3% | +1.7% | -15.0% | -17.0% |
| YTD | -47.9% | +18.9% | -66.7% | -54.7% |
| 1Y | -47.2% | +16.1% | -63.3% | -53.6% |
| 3Y | -33.9% | +187.8% | -221.7% | -64.6% |
| 5Y | -41.3% | +103.2% | -144.5% | -63.2% |
| 10Y | +237.9% | +288.2% | -50.3% | +34.7% |
| All | +237.9% | +298.2% | -60.4% | +34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 10y: compounded portfolio wealth divided by compounded JCI 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…
10y analysis · Full analysis span regression · 6 months rolling