+39.7%
HAL vs SYF
+65.2%
-25.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.2% | -0.1% |
| 7D | -12.0% | -2.1% | -9.8% | -11.3% |
| 30D | +0.3% | +2.5% | -2.2% | -0.9% |
| 3M | -1.6% | -6.3% | +4.7% | +0.4% |
| 6M | -20.5% | -1.5% | -19.0% | -21.3% |
| YTD | +14.2% | -10.5% | +24.7% | +16.6% |
| 1Y | +18.9% | +1.5% | +17.3% | +14.4% |
| 3Y | -13.7% | +163.3% | -177.0% | -46.4% |
| All | +39.7% | +65.2% | -25.4% | +8.3% |
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