+12.7%
INTU vs JEPI
+92.4%
-79.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.5% |
| 7D | -9.2% | -2.0% | -7.1% | -5.8% |
| 30D | -7.0% | -2.0% | -5.0% | -3.6% |
| 3M | +10.5% | +3.8% | +6.7% | +3.8% |
| 6M | -30.6% | +0.8% | -31.4% | -31.9% |
| YTD | -52.3% | +3.7% | -56.1% | -55.6% |
| 1Y | -51.8% | +7.1% | -58.9% | -57.7% |
| 3Y | -41.8% | +29.4% | -71.2% | -64.7% |
| 5Y | -42.8% | +40.8% | -83.6% | -69.1% |
| All | +12.7% | +92.4% | -79.7% | -65.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling