-3.4%
HAL vs SYF
+170.8%
-174.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | +2.9% | +2.4% | +0.5% | +2.1% |
| 30D | +17.0% | +0.8% | +16.2% | +16.5% |
| 3M | -9.7% | +13.4% | -23.1% | -14.8% |
| 6M | +8.6% | +16.3% | -7.7% | +0.5% |
| YTD | +33.0% | -3.0% | +36.0% | +32.7% |
| 1Y | +68.3% | +5.7% | +62.6% | +60.4% |
| All | -3.4% | +170.8% | -174.2% | -37.7% |
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