+436.7%
GE vs SYF
+89.0%
+347.7%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +1.0% | 0.0% |
| 7D | +1.2% | +2.6% | -1.5% | +0.2% |
| 30D | -9.5% | 0.0% | -9.5% | -9.5% |
| 3M | +4.1% | +11.9% | -7.8% | -0.4% |
| 6M | +3.9% | +18.9% | -15.0% | -2.7% |
| YTD | +9.0% | -4.6% | +13.6% | +9.8% |
| 1Y | +21.9% | +6.4% | +15.6% | +17.5% |
| 3Y | +281.8% | +167.2% | +114.6% | +149.1% |
| 5Y | +436.7% | +92.3% | +344.4% | +283.4% |
| All | +436.7% | +89.0% | +347.7% | +283.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling