-63.0%
FISV vs SYF
+0.9%
-63.9%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.5% | +3.0% | +1.8% |
| 7D | -7.2% | -5.5% | -1.7% | -4.6% |
| 30D | -7.2% | -3.9% | -3.3% | -5.5% |
| 3M | -8.2% | +8.9% | -17.1% | -13.2% |
| 6M | -17.7% | +16.2% | -33.9% | -25.5% |
| YTD | -27.2% | -8.4% | -18.7% | -25.0% |
| 1Y | -63.0% | +2.6% | -65.6% | -65.6% |
| All | -63.0% | +0.9% | -63.9% | -65.6% |
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