+235.3%
INTU vs SYF
+219.4%
+15.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.7% |
| 7D | -3.9% | -4.3% | +0.3% | -2.5% |
| 30D | +11.7% | +1.0% | +10.7% | +11.3% |
| 3M | +4.5% | -6.4% | +10.9% | +6.7% |
| 6M | -13.9% | +1.0% | -14.9% | -14.8% |
| YTD | -48.2% | -10.7% | -37.5% | -46.9% |
| 1Y | -47.1% | +1.8% | -48.9% | -48.2% |
| 3Y | -32.5% | +165.8% | -198.3% | -54.8% |
| 5Y | -42.6% | +65.9% | -108.5% | -55.9% |
| 10Y | +235.3% | +206.0% | +29.3% | +92.5% |
| All | +235.3% | +219.4% | +15.9% | +92.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF 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 10y: compounded portfolio wealth divided by compounded SYF 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…
10y analysis · Full analysis span regression · 6 months rolling