+91.2%
BSX vs INTU
+209.2%
-117.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.5% | +0.5% |
| 7D | -7.0% | -8.5% | +1.4% | -4.4% |
| 30D | -10.9% | -6.1% | -4.8% | -9.3% |
| 3M | -8.2% | +7.3% | -15.5% | -10.8% |
| 6M | -37.5% | -33.2% | -4.2% | -30.6% |
| YTD | -52.8% | -52.2% | -0.7% | -41.5% |
| 1Y | -58.4% | -52.7% | -5.7% | -48.4% |
| 3Y | -16.5% | -41.6% | +25.1% | -7.6% |
| 5Y | -1.0% | -42.6% | +41.7% | +4.6% |
| 10Y | +91.2% | +211.0% | -119.8% | -12.2% |
| All | +91.2% | +209.2% | -117.9% | -12.2% |
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