+3,047.2%
DELL vs SYF
+235.6%
+2,811.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.8% | -8.0% | -7.5% |
| 7D | +4.9% | -2.0% | +6.9% | +5.7% |
| 30D | -32.1% | +1.2% | -33.3% | -32.5% |
| 3M | -30.2% | -9.4% | -20.9% | -27.5% |
| 6M | +41.7% | +4.4% | +37.3% | +38.5% |
| YTD | +176.6% | -11.9% | +188.5% | +186.7% |
| 1Y | +159.9% | -0.4% | +160.4% | +156.7% |
| 3Y | +388.0% | +159.6% | +228.4% | +230.1% |
| 5Y | +578.2% | +60.9% | +517.3% | +429.3% |
| 10Y | +2,653.4% | +180.9% | +2,472.5% | +1,507.5% |
| All | +3,047.2% | +235.6% | +2,811.5% | +1,728.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling