+217.8%
INTU vs BDX
+59.3%
+158.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.8% | +2.0% | +2.5% |
| 7D | -3.3% | -3.2% | -0.2% | -2.0% |
| 30D | -3.9% | -2.5% | -1.4% | -2.9% |
| 3M | +16.6% | +21.4% | -4.8% | +7.5% |
| 6M | -26.4% | +10.4% | -36.9% | -29.6% |
| YTD | -51.0% | +18.8% | -69.8% | -55.0% |
| 1Y | -50.8% | +21.7% | -72.5% | -55.4% |
| 3Y | -40.1% | -10.0% | -30.1% | -39.0% |
| 5Y | -41.2% | -1.8% | -39.4% | -43.6% |
| All | +217.8% | +59.3% | +158.5% | +147.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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