+8.1%
IYR vs SYF
+7.1%
+1.0%
-8.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | -1.2% | +2.4% | -3.6% | -1.6% |
| 30D | -2.9% | +0.8% | -3.7% | -3.0% |
| 3M | +0.8% | +13.4% | -12.6% | -1.0% |
| 6M | +1.9% | +16.3% | -14.5% | -0.4% |
| YTD | +9.6% | -3.0% | +12.6% | +9.1% |
| 1Y | +8.1% | +5.7% | +2.4% | +4.8% |
| All | +8.1% | +7.1% | +1.0% | +4.8% |
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