-49.7%
INTU vs SYK
-21.3%
-28.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.6% | -1.8% | -2.8% |
| 7D | -7.1% | -8.3% | +1.3% | -4.4% |
| 30D | +1.5% | -10.1% | +11.5% | +4.9% |
| 3M | +10.7% | +0.9% | +9.8% | +11.4% |
| 6M | -23.8% | -20.2% | -3.6% | -19.8% |
| YTD | -49.3% | -13.3% | -36.0% | -47.6% |
| 1Y | -49.7% | -22.3% | -27.3% | -45.4% |
| All | -49.7% | -21.3% | -28.4% | -45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SYK.
Daily Out/Under-Performance
Portfolio return minus SYK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYK 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 SYK 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