-52.0%
INTU vs SYF
+5.5%
-57.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.6% | -2.5% | -3.8% |
| 7D | -7.5% | +2.6% | -10.1% | -8.1% |
| 30D | -1.9% | 0.0% | -2.0% | -2.0% |
| 3M | +4.9% | +11.9% | -7.1% | +1.6% |
| 6M | -33.2% | +18.9% | -52.1% | -36.8% |
| YTD | -51.4% | -4.6% | -46.8% | -50.4% |
| 1Y | -52.0% | +6.4% | -58.4% | -53.5% |
| All | -52.0% | +5.5% | -57.5% | -53.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling