+104.3%
BSX vs INTU
+236.7%
-132.4%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.9% | +1.3% |
| 7D | +2.8% | -1.2% | +4.0% | +3.2% |
| 30D | +4.6% | +12.4% | -7.8% | +0.8% |
| 3M | -11.4% | +2.3% | -13.7% | -12.5% |
| 6M | -17.1% | -13.3% | -3.8% | -15.3% |
| YTD | -53.1% | -47.9% | -5.2% | -43.6% |
| 1Y | -55.7% | -47.2% | -8.6% | -47.1% |
| 3Y | -13.3% | -33.9% | +20.6% | -8.0% |
| 5Y | +5.3% | -41.3% | +46.6% | +11.9% |
| 10Y | +104.3% | +237.9% | -133.6% | -0.3% |
| All | +104.3% | +236.7% | -132.4% | -0.3% |
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