+312.3%
DELL vs SYF
+0.9%
+311.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.5% | -2.9% | -4.7% |
| 7D | -1.9% | -5.5% | +3.6% | -0.5% |
| 30D | +14.9% | -3.9% | +18.7% | +16.1% |
| 3M | +37.2% | +8.9% | +28.3% | +35.0% |
| 6M | +254.0% | +16.2% | +237.8% | +245.4% |
| YTD | +306.1% | -8.4% | +314.6% | +312.9% |
| 1Y | +312.3% | +2.6% | +309.7% | +298.2% |
| All | +312.3% | +0.9% | +311.4% | +298.2% |
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