+14,280.5%
INTU vs BMY
+1,545.4%
+12,735.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.9% | -1.5% | -2.7% |
| 7D | -7.1% | +0.4% | -7.4% | -7.2% |
| 30D | +1.5% | +5.0% | -3.6% | -0.3% |
| 3M | +10.7% | +19.4% | -8.7% | +3.7% |
| 6M | -23.8% | +9.5% | -33.4% | -27.0% |
| YTD | -49.3% | +28.1% | -77.4% | -54.2% |
| 1Y | -49.7% | +50.0% | -99.6% | -57.3% |
| 3Y | -38.0% | +24.1% | -62.1% | -45.5% |
| 5Y | -38.7% | +25.0% | -63.7% | -46.9% |
| 10Y | +221.3% | +68.7% | +152.7% | +140.5% |
| All | +14,280.5% | +1,545.4% | +12,735.0% | +3,460.0% |
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