+624.2%
ADI vs SYF
+187.9%
+436.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.7% | +0.5% |
| 7D | -6.3% | -4.2% | -2.1% | -4.6% |
| 30D | -3.2% | -1.1% | -2.1% | -2.8% |
| 3M | +2.8% | -7.9% | +10.6% | +6.0% |
| 6M | -5.0% | -1.1% | -3.9% | -5.6% |
| YTD | +46.3% | -12.6% | +58.9% | +52.2% |
| 1Y | +71.6% | -2.4% | +74.0% | +70.5% |
| 3Y | +139.2% | +156.6% | -17.5% | +57.0% |
| 5Y | +136.4% | +61.9% | +74.5% | +79.8% |
| All | +624.2% | +187.9% | +436.2% | +314.3% |
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