+105.3%
HAL vs SYF
+89.0%
+16.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | +2.9% | +2.4% | +0.5% | +2.0% |
| 30D | +17.0% | +0.8% | +16.2% | +16.4% |
| 3M | -9.7% | +13.4% | -23.1% | -15.2% |
| 6M | +8.6% | +16.3% | -7.7% | -0.1% |
| YTD | +33.0% | -3.0% | +36.0% | +31.8% |
| 1Y | +68.3% | +5.7% | +62.6% | +59.6% |
| 3Y | +0.1% | +160.1% | -160.0% | -38.4% |
| All | +105.3% | +89.0% | +16.3% | +42.7% |
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 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