-42.8%
INTU vs BMY
+22.8%
-65.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.7% | -0.3% |
| 7D | -9.2% | -6.4% | -2.8% | -8.6% |
| 30D | -7.0% | +0.2% | -7.3% | -7.0% |
| 3M | +10.5% | +16.0% | -5.4% | +9.4% |
| 6M | -30.6% | +8.3% | -38.9% | -31.0% |
| YTD | -52.3% | +22.2% | -74.5% | -53.3% |
| 1Y | -51.8% | +41.7% | -93.5% | -53.5% |
| 3Y | -41.8% | +20.7% | -62.5% | -42.4% |
| 5Y | -42.8% | +23.9% | -66.8% | -38.2% |
| All | -42.8% | +22.8% | -65.6% | -38.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling