-26.4%
APP vs SYF
-1.7%
-24.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.8% | +3.1% | +3.6% |
| 7D | +4.6% | -2.0% | +6.6% | +5.4% |
| 30D | +56.0% | +1.2% | +54.8% | +54.9% |
| 3M | +30.8% | -9.4% | +40.2% | +35.7% |
| 6M | -9.8% | +4.4% | -14.2% | -12.4% |
| YTD | -39.3% | -11.9% | -27.4% | -41.4% |
| 1Y | -26.4% | -0.4% | -26.0% | -31.8% |
| All | -26.4% | -1.7% | -24.8% | -31.8% |
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