+196.5%
JNJ vs INTU
+209.2%
-12.7%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.5% |
| 7D | -3.0% | -8.5% | +5.5% | -1.8% |
| 30D | +2.5% | -6.1% | +8.6% | +3.3% |
| 3M | +13.2% | +7.3% | +5.9% | +11.9% |
| 6M | +11.3% | -33.2% | +44.5% | +16.4% |
| YTD | +31.1% | -52.2% | +83.3% | +44.1% |
| 1Y | +54.3% | -52.7% | +107.0% | +69.6% |
| 3Y | +81.1% | -41.6% | +122.8% | +87.3% |
| 5Y | +82.7% | -42.6% | +125.4% | +84.1% |
| 10Y | +196.5% | +211.0% | -14.6% | +79.0% |
| All | +196.5% | +209.2% | -12.7% | +79.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling