+2.9%
BSX vs INTU
-42.9%
+45.7%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.0% | +3.9% | +3.2% |
| 7D | -0.7% | -3.9% | +3.3% | +0.2% |
| 30D | +3.0% | +11.7% | -8.7% | +0.8% |
| 3M | -10.7% | +4.5% | -15.2% | -11.7% |
| 6M | -18.4% | -13.9% | -4.5% | -17.1% |
| YTD | -53.8% | -48.2% | -5.6% | -47.5% |
| 1Y | -56.0% | -47.1% | -8.9% | -50.3% |
| 3Y | -14.4% | -32.5% | +18.1% | -10.9% |
| 5Y | +2.9% | -42.6% | +45.4% | +5.6% |
| All | +2.9% | -42.9% | +45.7% | +5.6% |
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