-42.6%
INTU vs BMY
+28.6%
-71.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -3.9% | -1.4% | -2.5% | -3.8% |
| 30D | +11.7% | +5.1% | +6.6% | +11.2% |
| 3M | +4.5% | -3.0% | +7.5% | +4.7% |
| 6M | -13.9% | +13.1% | -26.9% | -14.7% |
| YTD | -48.2% | +20.3% | -68.5% | -49.1% |
| 1Y | -47.1% | +39.0% | -86.2% | -48.8% |
| 3Y | -32.5% | +42.0% | -74.5% | -35.8% |
| 5Y | -42.6% | +28.5% | -71.1% | -37.4% |
| All | -42.6% | +28.6% | -71.2% | -37.4% |
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