-52.7%
INTU vs BMY
+44.4%
-97.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.1% | -1.6% |
| 7D | -8.5% | -4.8% | -3.7% | -8.3% |
| 30D | -6.1% | -0.7% | -5.5% | -6.0% |
| 3M | +7.3% | +15.3% | -8.0% | +8.0% |
| 6M | -33.2% | +8.5% | -41.8% | -32.9% |
| YTD | -52.2% | +23.4% | -75.6% | -52.4% |
| 1Y | -52.7% | +42.9% | -95.6% | -53.3% |
| All | -52.7% | +44.4% | -97.1% | -53.3% |
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 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