-43.2%
INTU vs JD
-63.0%
+19.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | +0.2% |
| 7D | +0.1% | -4.1% | +4.2% | +0.8% |
| 30D | +10.1% | +4.6% | +5.5% | +9.2% |
| 3M | -4.2% | -4.7% | +0.6% | -3.4% |
| 6M | -7.2% | -17.4% | +10.1% | -4.4% |
| YTD | -47.7% | +0.7% | -48.4% | -48.1% |
| 1Y | -46.7% | -5.9% | -40.8% | -46.5% |
| 3Y | -34.1% | +18.9% | -52.9% | -40.0% |
| All | -43.2% | -63.0% | +19.8% | -28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 5y: compounded portfolio wealth divided by compounded JD 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…
5y analysis · Full analysis span regression · 6 months rolling