-33.9%
INTU vs SYY
+25.9%
-59.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.6% | +0.7% |
| 7D | -1.2% | +4.7% | -6.0% | -1.6% |
| 30D | +12.4% | -0.7% | +13.1% | +12.6% |
| 3M | +2.3% | -6.8% | +9.1% | +2.7% |
| 6M | -13.3% | +8.6% | -22.0% | -13.1% |
| YTD | -47.9% | +8.4% | -56.3% | -48.9% |
| 1Y | -47.2% | +7.1% | -54.3% | -48.0% |
| 3Y | -33.9% | +25.2% | -59.1% | -39.8% |
| All | -33.9% | +25.9% | -59.8% | -39.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling