+28.0%
EMR vs SYF
-1.9%
+29.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.2% |
| 7D | +2.7% | -3.3% | +5.9% | +4.3% |
| 30D | +2.1% | -2.2% | +4.3% | +3.1% |
| 3M | +2.3% | -9.3% | +11.6% | +7.0% |
| 6M | +22.5% | +2.1% | +20.4% | +19.8% |
| YTD | +27.2% | -12.6% | +39.8% | +30.0% |
| 1Y | +28.0% | -3.4% | +31.5% | +23.4% |
| All | +28.0% | -1.9% | +29.9% | +23.4% |
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