-68.3%
AAL vs SYF
+176.2%
-244.4%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.5% | -5.1% | -5.2% |
| 7D | +2.9% | -3.3% | +6.2% | +5.4% |
| 30D | +6.5% | -2.2% | +8.7% | +8.3% |
| 3M | -10.9% | -9.3% | -1.5% | -4.5% |
| 6M | +4.9% | +2.1% | +2.8% | +3.2% |
| YTD | -13.2% | -12.6% | -0.5% | -4.8% |
| 1Y | -1.1% | -3.4% | +2.3% | +0.9% |
| 3Y | +12.8% | +156.5% | -143.7% | -44.7% |
| 5Y | -34.4% | +59.6% | -94.0% | -56.1% |
| All | -68.3% | +176.2% | -244.4% | -87.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF 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 SYF 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