+236.7%
INTU vs SYY
+88.7%
+148.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | +0.1% |
| 7D | +0.1% | +0.3% | -0.3% | -0.1% |
| 30D | +10.1% | -4.8% | +14.8% | +11.7% |
| 3M | -4.2% | -7.1% | +2.9% | -2.1% |
| 6M | -7.2% | +6.8% | -14.0% | -9.6% |
| YTD | -47.7% | +7.7% | -55.3% | -50.2% |
| 1Y | -46.7% | +5.7% | -52.4% | -48.9% |
| 3Y | -34.1% | +24.6% | -58.6% | -41.3% |
| 5Y | -43.3% | +15.6% | -58.9% | -47.7% |
| All | +236.7% | +88.7% | +148.0% | +154.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 10y: compounded portfolio wealth divided by compounded SYY 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…
10y analysis · Full analysis span regression · 6 months rolling