-40.7%
INTU vs SYY
+25.4%
-66.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.3% | -3.9% | -4.1% |
| 7D | -7.5% | -2.8% | -4.8% | -7.4% |
| 30D | -1.9% | -5.3% | +3.3% | -1.7% |
| 3M | +4.9% | +5.1% | -0.2% | +4.9% |
| 6M | -33.2% | -5.0% | -28.2% | -32.6% |
| YTD | -51.4% | +10.7% | -62.1% | -52.5% |
| 1Y | -52.0% | +0.7% | -52.7% | -51.9% |
| 3Y | -40.7% | +24.0% | -64.7% | -44.9% |
| All | -40.7% | +25.4% | -66.1% | -44.9% |
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