+236.7%
INTU vs BDX
+95.1%
+141.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.6% | 0.0% |
| 7D | +0.1% | +2.9% | -2.8% | -1.2% |
| 30D | +10.1% | +15.4% | -5.4% | +3.5% |
| 3M | -4.2% | +20.5% | -24.7% | -11.6% |
| 6M | -7.2% | +53.2% | -60.4% | -22.8% |
| YTD | -47.7% | +45.7% | -93.4% | -56.1% |
| 1Y | -46.7% | +47.3% | -94.0% | -55.5% |
| 3Y | -34.1% | +25.1% | -59.1% | -42.3% |
| 5Y | -43.3% | +27.4% | -70.7% | -51.6% |
| All | +236.7% | +95.1% | +141.6% | +137.8% |
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