-49.7%
INTU vs JEPI
+9.5%
-59.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -3.1% |
| 7D | -7.1% | -0.3% | -6.7% | -6.8% |
| 30D | +1.5% | +0.1% | +1.3% | +1.4% |
| 3M | +10.7% | +4.8% | +5.9% | +7.5% |
| 6M | -23.8% | +1.0% | -24.8% | -23.1% |
| YTD | -49.3% | +5.5% | -54.8% | -51.9% |
| 1Y | -49.7% | +9.2% | -58.9% | -54.6% |
| All | -49.7% | +9.5% | -59.2% | -54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPI.
Daily Out/Under-Performance
Portfolio return minus JEPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPI 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 1y: compounded portfolio wealth divided by compounded JEPI 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…
1y analysis · Full analysis span regression · 6 months rolling