+4,681.2%
DELL vs SYF
+269.6%
+4,411.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | +14.9% | +2.4% | +12.5% | +14.0% |
| 30D | +13.3% | +0.8% | +12.4% | +13.1% |
| 3M | +24.4% | +13.4% | +11.0% | +17.9% |
| 6M | +258.0% | +16.3% | +241.7% | +235.2% |
| YTD | +320.2% | -3.0% | +323.2% | +319.8% |
| 1Y | +319.1% | +5.7% | +313.3% | +303.2% |
| 3Y | +706.5% | +160.1% | +546.4% | +442.8% |
| 5Y | +1,071.9% | +88.5% | +983.4% | +761.2% |
| 10Y | +4,683.5% | +263.1% | +4,420.4% | +2,580.4% |
| All | +4,681.2% | +269.6% | +4,411.7% | +2,576.7% |
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