+233.5%
INTU vs BMY
+59.4%
+174.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.5% | +0.6% |
| 7D | -3.9% | -2.0% | -1.9% | -3.4% |
| 30D | +12.0% | +9.3% | +2.7% | +9.4% |
| 3M | +2.3% | -0.1% | +2.4% | +2.4% |
| 6M | -12.1% | +15.5% | -27.5% | -15.8% |
| YTD | -47.5% | +21.8% | -69.4% | -50.9% |
| 1Y | -46.9% | +34.9% | -81.8% | -51.9% |
| 3Y | -33.5% | +43.2% | -76.7% | -43.1% |
| 5Y | -41.2% | +30.7% | -72.0% | -48.7% |
| 10Y | +233.5% | +59.3% | +174.2% | +168.5% |
| All | +233.5% | +59.4% | +174.1% | +168.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling