+319.1%
DELL vs SYF
+7.1%
+312.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | +14.9% | +2.4% | +12.5% | +14.3% |
| 30D | +13.3% | +0.8% | +12.4% | +13.0% |
| 3M | +24.4% | +13.4% | +11.0% | +21.2% |
| 6M | +258.0% | +16.3% | +241.7% | +247.1% |
| YTD | +320.2% | -3.0% | +323.2% | +320.8% |
| 1Y | +319.1% | +5.7% | +313.3% | +295.5% |
| All | +319.1% | +7.1% | +312.0% | +295.5% |
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 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