-1.7%
BND vs SYF
+61.4%
-63.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.6% |
| 7D | -1.4% | -3.3% | +1.9% | -1.4% |
| 30D | +0.8% | -2.2% | +3.0% | +0.8% |
| 3M | -1.2% | -9.3% | +8.1% | -1.1% |
| 6M | -1.4% | +2.1% | -3.4% | -1.4% |
| YTD | -1.3% | -12.6% | +11.3% | -1.3% |
| 1Y | -1.2% | -3.4% | +2.2% | -1.2% |
| 3Y | +13.7% | +156.5% | -142.8% | +11.9% |
| 5Y | -1.7% | +59.6% | -61.3% | -4.6% |
| All | -1.7% | +61.4% | -63.1% | -4.6% |
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