+506.0%
JPM vs INTU
+251.7%
+254.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.0% | +3.2% | +2.5% |
| 7D | +0.4% | -3.9% | +4.4% | +1.6% |
| 30D | +2.7% | +11.7% | -9.0% | -0.6% |
| 3M | -3.8% | +4.5% | -8.3% | -5.7% |
| 6M | +14.3% | -13.9% | +28.2% | +16.3% |
| YTD | +8.2% | -48.2% | +56.4% | +28.4% |
| 1Y | +11.0% | -47.1% | +58.1% | +30.5% |
| 3Y | +152.7% | -32.5% | +185.1% | +163.9% |
| 5Y | +130.8% | -42.6% | +173.4% | +144.9% |
| 10Y | +506.0% | +235.3% | +270.7% | +259.8% |
| All | +506.0% | +251.7% | +254.3% | +259.8% |
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