+209.1%
INTU vs SYY
+114.2%
+94.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.7% |
| 7D | -9.2% | +1.5% | -10.7% | -9.6% |
| 30D | -7.0% | -2.3% | -4.7% | -6.4% |
| 3M | +10.5% | +5.5% | +5.0% | +8.7% |
| 6M | -30.6% | -1.0% | -29.6% | -31.1% |
| YTD | -52.3% | +14.1% | -66.5% | -55.4% |
| 1Y | -51.8% | +5.6% | -57.4% | -53.7% |
| 3Y | -41.8% | +27.9% | -69.7% | -48.5% |
| 5Y | -42.8% | +22.7% | -65.5% | -48.3% |
| All | +209.1% | +114.2% | +94.9% | +127.8% |
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