+48.9%
ADI vs SYF
+4.8%
+44.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +1.1% |
| 7D | +2.6% | -1.3% | +4.0% | +3.1% |
| 30D | -4.6% | -1.1% | -3.5% | -4.3% |
| 3M | -9.5% | +7.4% | -16.9% | -12.2% |
| 6M | +14.8% | +16.2% | -1.4% | +7.2% |
| YTD | +35.8% | -6.1% | +41.9% | +38.4% |
| 1Y | +48.9% | +3.4% | +45.6% | +39.4% |
| All | +48.9% | +4.8% | +44.1% | +39.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling