+363.5%
INTU vs SYF
+306.8%
+56.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.4% | -3.3% | -3.6% |
| 7D | +0.1% | -2.1% | +2.3% | +0.9% |
| 30D | +15.4% | +2.5% | +12.9% | +14.5% |
| 3M | +6.6% | -6.3% | +12.8% | +8.8% |
| 6M | -11.3% | -1.5% | -9.9% | -11.6% |
| YTD | -47.7% | -10.5% | -37.2% | -46.4% |
| 1Y | -47.0% | +1.5% | -48.5% | -48.1% |
| 3Y | -29.9% | +163.3% | -193.2% | -52.7% |
| 5Y | -42.2% | +66.8% | -109.0% | -55.5% |
| 10Y | +251.7% | +228.5% | +23.2% | +90.4% |
| All | +363.5% | +306.8% | +56.7% | +129.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling