-1.2%
BSX vs INTU
-40.9%
+39.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -4.1% | -1.8% | -5.1% |
| 7D | -6.4% | -7.5% | +1.1% | -5.0% |
| 30D | -8.8% | -1.9% | -6.8% | -8.6% |
| 3M | -7.6% | +4.9% | -12.5% | -8.9% |
| 6M | -37.0% | -33.2% | -3.7% | -32.5% |
| YTD | -52.8% | -51.4% | -1.4% | -45.5% |
| 1Y | -58.4% | -52.0% | -6.4% | -51.9% |
| 3Y | -16.5% | -40.7% | +24.2% | -10.5% |
| 5Y | -1.2% | -41.7% | +40.6% | -1.9% |
| All | -1.2% | -40.9% | +39.7% | -1.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling