+211.0%
INTU vs JCI
+323.6%
-112.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.2% |
| 7D | -8.5% | +4.1% | -12.5% | -9.9% |
| 30D | -6.1% | -3.8% | -2.3% | -5.0% |
| 3M | +7.3% | -1.6% | +9.0% | +6.8% |
| 6M | -33.2% | +9.5% | -42.7% | -37.6% |
| YTD | -52.2% | +21.7% | -73.9% | -58.0% |
| 1Y | -52.7% | +37.1% | -89.8% | -61.1% |
| 3Y | -41.6% | +165.2% | -206.8% | -66.5% |
| 5Y | -42.6% | +110.3% | -152.9% | -63.8% |
| 10Y | +211.0% | +341.0% | -130.0% | +25.2% |
| All | +211.0% | +323.6% | -112.5% | +25.2% |
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