-45.2%
INTU vs BMY
+45.9%
-91.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.0% | -0.6% | +2.9% |
| 7D | +8.7% | +6.0% | +2.7% | +7.9% |
| 30D | +25.9% | +9.1% | +16.7% | +24.7% |
| 3M | +10.7% | -2.6% | +13.3% | +10.0% |
| 6M | -11.6% | +13.1% | -24.7% | -11.6% |
| YTD | -45.4% | +23.0% | -68.4% | -46.1% |
| 1Y | -45.2% | +45.6% | -90.8% | -45.7% |
| All | -45.2% | +45.9% | -91.1% | -45.7% |
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