+199.8%
EWT vs SYF
+160.5%
+39.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.6% |
| 7D | +2.1% | -1.3% | +3.5% | +2.5% |
| 30D | +9.4% | -1.1% | +10.4% | +9.6% |
| 3M | +10.9% | +7.4% | +3.5% | +8.6% |
| 6M | +57.9% | +16.2% | +41.7% | +51.6% |
| YTD | +75.9% | -6.1% | +82.0% | +76.8% |
| 1Y | +89.7% | +3.4% | +86.3% | +85.8% |
| All | +199.8% | +160.5% | +39.3% | +134.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling