+275.1%
BLK vs SYF
+258.4%
+16.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.3% |
| 7D | -3.3% | -4.9% | +1.6% | -1.2% |
| 30D | -6.5% | -4.3% | -2.2% | -4.8% |
| 3M | +6.7% | +5.5% | +1.2% | +3.9% |
| 6M | +14.7% | +17.5% | -2.8% | +6.6% |
| YTD | +2.5% | -7.8% | +10.3% | +5.1% |
| 1Y | -2.8% | +1.6% | -4.4% | -4.6% |
| 3Y | +65.9% | +154.8% | -88.9% | +5.3% |
| 5Y | +33.0% | +79.5% | -46.5% | -5.0% |
| All | +275.1% | +258.4% | +16.7% | +83.5% |
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