-2.1%
BND vs SYF
+89.2%
-91.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | -0.2% |
| 7D | -0.1% | -1.3% | +1.2% | -0.1% |
| 30D | -0.2% | -1.1% | +0.8% | -0.2% |
| 3M | -0.7% | +7.4% | -8.1% | -0.8% |
| 6M | -1.7% | +16.2% | -17.9% | -1.8% |
| YTD | -0.5% | -6.1% | +5.6% | -0.5% |
| 1Y | +0.4% | +3.4% | -3.0% | +0.3% |
| 3Y | +13.1% | +162.9% | -149.7% | +11.5% |
| 5Y | -2.1% | +85.6% | -87.7% | -4.4% |
| All | -2.1% | +89.2% | -91.3% | -4.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling