+14,587.7%
INTU vs BMY
+1,446.0%
+13,141.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -3.9% | -1.4% | -2.5% | -3.4% |
| 30D | +11.7% | +5.1% | +6.6% | +9.9% |
| 3M | +4.5% | -3.0% | +7.5% | +5.6% |
| 6M | -13.9% | +13.1% | -26.9% | -18.0% |
| YTD | -48.2% | +20.3% | -68.5% | -52.1% |
| 1Y | -47.1% | +39.0% | -86.2% | -53.7% |
| 3Y | -32.5% | +42.0% | -74.5% | -43.6% |
| 5Y | -42.6% | +28.5% | -71.1% | -50.8% |
| 10Y | +235.3% | +57.5% | +177.8% | +158.5% |
| All | +14,587.7% | +1,446.0% | +13,141.6% | +3,617.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling