+211.0%
INTU vs BMY
+61.9%
+149.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.1% | -1.4% |
| 7D | -8.5% | -4.8% | -3.7% | -7.2% |
| 30D | -6.1% | -0.7% | -5.5% | -5.9% |
| 3M | +7.3% | +15.3% | -8.0% | +3.3% |
| 6M | -33.2% | +8.5% | -41.8% | -35.0% |
| YTD | -52.2% | +23.4% | -75.6% | -55.3% |
| 1Y | -52.7% | +42.9% | -95.6% | -57.8% |
| 3Y | -41.6% | +22.0% | -63.6% | -46.4% |
| 5Y | -42.6% | +24.3% | -67.0% | -48.4% |
| 10Y | +211.0% | +64.6% | +146.5% | +151.6% |
| All | +211.0% | +61.9% | +149.2% | +151.6% |
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