-41.7%
INTU vs SYK
-4.6%
-37.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.6% | +0.4% |
| 7D | -9.2% | -12.3% | +3.2% | -4.1% |
| 30D | -7.0% | -22.4% | +15.4% | +3.2% |
| 3M | +10.5% | -12.3% | +22.9% | +16.6% |
| 6M | -30.6% | -24.3% | -6.3% | -22.2% |
| YTD | -52.3% | -22.8% | -29.6% | -47.3% |
| 1Y | -51.8% | -28.8% | -23.0% | -44.8% |
| All | -41.7% | -4.6% | -37.1% | -39.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling