+38.6%
HPQ vs SYF
+89.2%
-50.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.6% | +6.5% | +5.6% |
| 7D | +2.2% | -1.3% | +3.6% | +2.8% |
| 30D | +9.7% | -1.1% | +10.8% | +10.1% |
| 3M | +32.7% | +7.4% | +25.3% | +27.6% |
| 6M | +77.7% | +16.2% | +61.5% | +64.2% |
| YTD | +51.0% | -6.1% | +57.1% | +52.4% |
| 1Y | +18.4% | +3.4% | +15.0% | +14.3% |
| 3Y | +25.6% | +162.9% | -137.3% | -22.0% |
| 5Y | +38.6% | +85.6% | -47.0% | -10.5% |
| All | +38.6% | +89.2% | -50.6% | -10.5% |
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