+50.0%
HUM vs SYF
+4.2%
+45.8%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | +1.6% | -0.4% | +2.0% | +1.6% |
| 30D | +3.5% | +4.4% | -0.9% | +2.2% |
| 3M | +15.5% | -4.7% | +20.2% | +16.8% |
| 6M | +76.2% | +1.9% | +74.3% | +74.3% |
| YTD | +64.5% | -8.9% | +73.5% | +67.9% |
| 1Y | +50.0% | +4.1% | +46.0% | +50.0% |
| All | +50.0% | +4.2% | +45.8% | +50.0% |
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