-8.7%
KVUE vs SYF
+154.1%
-162.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.5% | +2.7% | +0.4% |
| 7D | -6.1% | -5.5% | -0.6% | -5.7% |
| 30D | -5.6% | -3.9% | -1.7% | -5.3% |
| 3M | -0.3% | +8.9% | -9.3% | -1.0% |
| 6M | +1.4% | +16.2% | -14.8% | +0.3% |
| YTD | +6.7% | -8.4% | +15.2% | +7.0% |
| 1Y | +1.0% | +2.6% | -1.7% | +0.3% |
| All | -8.7% | +154.1% | -162.8% | -18.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling