-38.4%
INTU vs SYF
+89.0%
-127.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.1% | -3.5% | -3.4% |
| 7D | -7.1% | +2.4% | -9.5% | -7.9% |
| 30D | +1.5% | +0.8% | +0.6% | +1.0% |
| 3M | +10.7% | +13.4% | -2.7% | +4.9% |
| 6M | -23.8% | +16.3% | -40.2% | -28.9% |
| YTD | -49.3% | -3.0% | -46.3% | -49.4% |
| 1Y | -49.7% | +5.7% | -55.4% | -51.5% |
| 3Y | -38.0% | +160.1% | -198.1% | -61.7% |
| All | -38.4% | +89.0% | -127.4% | -60.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling