+16.2%
DIA vs SYF
+4.8%
+11.3%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.3% |
| 7D | -1.2% | -1.3% | +0.1% | -0.9% |
| 30D | -2.7% | -1.1% | -1.6% | -2.5% |
| 3M | +3.3% | +7.4% | -4.1% | +1.0% |
| 6M | +10.4% | +16.2% | -5.8% | +5.7% |
| YTD | +10.0% | -6.1% | +16.1% | +9.9% |
| 1Y | +16.2% | +3.4% | +12.8% | +12.1% |
| All | +16.2% | +4.8% | +11.3% | +12.1% |
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