+956.6%
ADI vs SYF
+297.1%
+659.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.3% |
| 7D | +13.4% | -3.3% | +16.6% | +14.9% |
| 30D | -1.3% | -2.2% | +0.9% | -0.5% |
| 3M | +6.8% | -9.3% | +16.1% | +10.9% |
| 6M | -1.9% | +2.1% | -4.0% | -3.7% |
| YTD | +52.3% | -12.6% | +64.9% | +58.4% |
| 1Y | +71.6% | -3.4% | +75.1% | +71.3% |
| 3Y | +148.9% | +156.5% | -7.6% | +63.9% |
| 5Y | +140.8% | +59.6% | +81.2% | +84.7% |
| 10Y | +653.6% | +178.6% | +475.0% | +315.0% |
| All | +956.6% | +297.1% | +659.5% | +411.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling