+21.3%
HPQ vs SYF
+4.2%
+17.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.2% | +6.1% | +5.9% |
| 7D | -7.8% | -0.4% | -7.3% | -7.6% |
| 30D | -4.9% | +4.4% | -9.3% | -5.6% |
| 3M | +4.9% | -4.7% | +9.6% | +5.7% |
| 6M | +47.1% | +1.9% | +45.1% | +45.9% |
| YTD | +39.5% | -8.9% | +48.5% | +43.7% |
| 1Y | +21.3% | +4.1% | +17.2% | +9.8% |
| All | +21.3% | +4.2% | +17.1% | +9.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling