+14,280.4%
INTU vs BDX
+4,278.3%
+10,002.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.5% | -1.8% | -2.8% |
| 7D | -7.1% | -2.5% | -4.6% | -6.1% |
| 30D | +1.5% | +8.3% | -6.8% | -1.8% |
| 3M | +10.7% | +24.4% | -13.7% | +1.5% |
| 6M | -23.8% | +9.2% | -33.0% | -26.6% |
| YTD | -49.3% | +22.7% | -72.0% | -53.7% |
| 1Y | -49.7% | +25.9% | -75.5% | -54.6% |
| 3Y | -38.0% | -10.5% | -27.5% | -37.5% |
| 5Y | -38.7% | +1.9% | -40.7% | -41.8% |
| 10Y | +221.3% | +58.7% | +162.6% | +151.6% |
| All | +14,280.4% | +4,278.3% | +10,002.2% | +2,648.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling