+141.2%
ADI vs SYF
+89.0%
+52.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +1.0% |
| 7D | +2.4% | +2.6% | -0.2% | +1.2% |
| 30D | -6.6% | 0.0% | -6.6% | -6.7% |
| 3M | -9.8% | +11.9% | -21.7% | -14.8% |
| 6M | +15.7% | +18.9% | -3.2% | +5.8% |
| YTD | +35.1% | -4.6% | +39.7% | +35.9% |
| 1Y | +47.7% | +6.4% | +41.3% | +40.9% |
| 3Y | +114.5% | +167.2% | -52.7% | +32.5% |
| 5Y | +141.2% | +92.3% | +48.9% | +59.3% |
| All | +141.2% | +89.0% | +52.2% | +59.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling