+236.7%
INTU vs BMY
+59.8%
+177.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.3% | -0.1% |
| 7D | +0.1% | +2.1% | -2.0% | -0.5% |
| 30D | +10.1% | +7.0% | +3.1% | +8.1% |
| 3M | -4.2% | -0.9% | -3.3% | -4.0% |
| 6M | -7.2% | +14.9% | -22.2% | -11.1% |
| YTD | -47.7% | +22.8% | -70.5% | -51.1% |
| 1Y | -46.7% | +36.2% | -82.9% | -51.8% |
| 3Y | -34.1% | +45.7% | -79.8% | -44.0% |
| 5Y | -43.3% | +31.3% | -74.6% | -50.5% |
| All | +236.7% | +59.8% | +177.0% | +170.3% |
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