+46.1%
DE vs SYF
+4.2%
+41.9%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.6% |
| 7D | +5.6% | -0.4% | +6.0% | +5.6% |
| 30D | -0.8% | +4.4% | -5.2% | -1.6% |
| 3M | +9.8% | -4.7% | +14.6% | +10.6% |
| 6M | +17.5% | +1.9% | +15.6% | +16.7% |
| YTD | +46.5% | -8.9% | +55.4% | +46.9% |
| 1Y | +46.1% | +4.1% | +42.0% | +39.0% |
| All | +46.1% | +4.2% | +41.9% | +39.0% |
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