+51.2%
JNJ vs INTU
-46.5%
+97.7%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.5% | +0.4% | +3.8% |
| 7D | +1.9% | +8.7% | -6.7% | +2.0% |
| 30D | +9.2% | +25.9% | -16.6% | +9.8% |
| 3M | +8.9% | +10.7% | -1.8% | +9.3% |
| 6M | +24.6% | -11.6% | +36.1% | +22.0% |
| YTD | +35.7% | -45.4% | +81.1% | +25.2% |
| 1Y | +51.2% | -45.2% | +96.4% | +40.0% |
| All | +51.2% | -46.5% | +97.7% | +40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 INTU 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