+113.3%
BSX vs INTU
+232.2%
-119.0%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.2% |
| 7D | +3.7% | +0.1% | +3.7% | +3.7% |
| 30D | +3.1% | +10.1% | -7.0% | 0.0% |
| 3M | -14.2% | -4.2% | -10.0% | -13.4% |
| 6M | -16.4% | -7.2% | -9.2% | -16.5% |
| YTD | -53.5% | -47.7% | -5.8% | -44.1% |
| 1Y | -57.8% | -46.7% | -11.1% | -49.7% |
| 3Y | -17.4% | -34.1% | +16.6% | -12.3% |
| 5Y | +5.4% | -43.3% | +48.7% | +14.1% |
| All | +113.3% | +232.2% | -119.0% | +4.9% |
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