+143.3%
DELL vs SYF
+4.2%
+139.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.2% | -8.6% | -8.8% |
| 7D | -24.6% | -0.4% | -24.2% | -24.5% |
| 30D | -32.5% | +4.4% | -36.9% | -33.4% |
| 3M | -20.2% | -4.7% | -15.5% | -19.0% |
| 6M | +76.5% | +1.9% | +74.6% | +75.8% |
| YTD | +198.9% | -8.9% | +207.9% | +205.9% |
| 1Y | +143.3% | +4.1% | +139.3% | +115.9% |
| All | +143.3% | +4.2% | +139.1% | +115.9% |
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