+1,315.3%
AMAT vs SYF
+218.0%
+1,097.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | -0.7% | +12.1% | +11.7% |
| 7D | -1.1% | -4.7% | +3.6% | +1.3% |
| 30D | -26.9% | +0.6% | -27.5% | -27.2% |
| 3M | -31.2% | -6.8% | -24.4% | -29.1% |
| 6M | -14.7% | +0.5% | -15.2% | -15.8% |
| YTD | +44.7% | -11.1% | +55.8% | +50.4% |
| 1Y | +62.0% | +1.3% | +60.7% | +57.9% |
| 3Y | +165.0% | +164.6% | +0.3% | +54.1% |
| 5Y | +147.1% | +65.2% | +81.9% | +76.1% |
| 10Y | +1,315.3% | +204.6% | +1,110.7% | +671.1% |
| All | +1,315.3% | +218.0% | +1,097.3% | +671.1% |
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 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