+137.7%
GOOGL vs SYF
+89.0%
+48.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.5% |
| 7D | +1.1% | +2.6% | -1.5% | +0.2% |
| 30D | -4.4% | 0.0% | -4.5% | -4.5% |
| 3M | -6.8% | +11.9% | -18.7% | -10.5% |
| 6M | +13.6% | +18.9% | -5.3% | +7.1% |
| YTD | +8.3% | -4.6% | +12.9% | +8.7% |
| 1Y | +44.9% | +6.4% | +38.6% | +40.1% |
| 3Y | +150.5% | +167.2% | -16.7% | +69.8% |
| 5Y | +137.7% | +92.3% | +45.4% | +64.2% |
| All | +137.7% | +89.0% | +48.7% | +64.2% |
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