+23.0%
JPM vs INTU
-52.3%
+75.3%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.1% | +2.7% | -1.5% |
| 7D | -0.4% | -7.5% | +7.1% | -0.5% |
| 30D | -1.1% | -1.9% | +0.8% | -1.1% |
| 3M | +14.1% | +4.9% | +9.3% | +14.4% |
| 6M | +23.3% | -33.2% | +56.5% | +25.5% |
| YTD | +11.3% | -51.4% | +62.7% | +17.0% |
| 1Y | +23.0% | -52.0% | +75.0% | +29.1% |
| All | +23.0% | -52.3% | +75.3% | +29.1% |
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