-55.4%
APP vs SYF
+4.2%
-59.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -0.2% | +10.9% | +10.8% |
| 7D | +4.5% | -0.4% | +5.0% | +4.7% |
| 30D | -3.6% | +4.4% | -8.0% | -5.5% |
| 3M | -35.3% | -4.7% | -30.5% | -34.0% |
| 6M | -42.8% | +1.9% | -44.7% | -43.7% |
| YTD | -59.7% | -8.9% | -50.7% | -61.2% |
| 1Y | -55.4% | +4.1% | -59.4% | -60.9% |
| All | -55.4% | +4.2% | -59.6% | -60.9% |
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