-45.2%
INTU vs SYK
-4.2%
-41.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +9.4% | -5.9% | 0.0% |
| 7D | +8.7% | +11.7% | -3.1% | +3.8% |
| 30D | +25.9% | +19.1% | +6.8% | +17.4% |
| 3M | +10.7% | +1.4% | +9.3% | +8.8% |
| 6M | -11.6% | +17.4% | -29.0% | -14.6% |
| YTD | -45.4% | -2.5% | -42.9% | -46.5% |
| 1Y | -45.2% | -5.3% | -39.9% | -46.0% |
| All | -45.2% | -4.2% | -41.1% | -46.0% |
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