-11.3%
BSX vs INTU
-38.3%
+27.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.4% | +5.2% | +2.3% |
| 7D | +2.0% | -7.1% | +9.1% | +3.0% |
| 30D | +0.1% | +1.5% | -1.3% | -0.2% |
| 3M | -2.1% | +10.7% | -12.8% | -3.9% |
| 6M | -33.8% | -23.8% | -10.0% | -32.0% |
| YTD | -49.9% | -49.3% | -0.6% | -43.5% |
| 1Y | -55.4% | -49.7% | -5.8% | -49.8% |
| All | -11.3% | -38.3% | +27.1% | -8.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling