+39.2%
BP vs SYF
+5.5%
+33.7%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.6% | +4.1% | +2.1% |
| 7D | +0.9% | +2.6% | -1.7% | +1.5% |
| 30D | +9.1% | 0.0% | +9.1% | +9.3% |
| 3M | +3.9% | +11.9% | -8.0% | +6.5% |
| 6M | +13.6% | +18.9% | -5.3% | +16.7% |
| YTD | +34.0% | -4.6% | +38.6% | +36.8% |
| 1Y | +39.2% | +6.4% | +32.8% | +41.7% |
| All | +39.2% | +5.5% | +33.7% | +41.7% |
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