-49.7%
INTU vs BMY
+47.1%
-96.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.9% | -1.5% | -3.3% |
| 7D | -7.1% | +0.4% | -7.4% | -7.1% |
| 30D | +1.5% | +5.0% | -3.6% | +1.5% |
| 3M | +10.7% | +19.4% | -8.7% | +11.2% |
| 6M | -23.8% | +9.5% | -33.4% | -23.5% |
| YTD | -49.3% | +28.1% | -77.4% | -49.6% |
| 1Y | -49.7% | +50.0% | -99.6% | -50.4% |
| All | -49.7% | +47.1% | -96.8% | -50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 1y: compounded portfolio wealth divided by compounded BMY 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…
1y analysis · Full analysis span regression · 6 months rolling