-51.8%
INTU vs SYY
+5.4%
-57.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.2% |
| 7D | -9.2% | +1.5% | -10.7% | -8.8% |
| 30D | -7.0% | -2.3% | -4.7% | -7.5% |
| 3M | +10.5% | +5.5% | +5.0% | +12.4% |
| 6M | -30.6% | -1.0% | -29.6% | -29.7% |
| YTD | -52.3% | +14.1% | -66.5% | -51.0% |
| 1Y | -51.8% | +5.6% | -57.4% | -49.6% |
| All | -51.8% | +5.4% | -57.2% | -49.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling