+479.1%
JPM vs INTU
+236.7%
+242.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.2% |
| 7D | +1.2% | -1.2% | +2.5% | +1.6% |
| 30D | +2.7% | +12.4% | -9.7% | -0.8% |
| 3M | -4.5% | +2.3% | -6.7% | -5.7% |
| 6M | +14.3% | -13.3% | +27.6% | +16.1% |
| YTD | +8.2% | -47.9% | +56.1% | +28.2% |
| 1Y | +10.0% | -47.2% | +57.2% | +29.5% |
| 3Y | +149.0% | -33.9% | +182.9% | +162.3% |
| 5Y | +131.0% | -41.3% | +172.4% | +143.0% |
| 10Y | +479.1% | +237.9% | +241.2% | +239.8% |
| All | +479.1% | +236.7% | +242.3% | +239.8% |
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