-24.5%
KVUE vs SYF
+197.4%
-221.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.1% |
| 7D | -5.1% | -4.9% | -0.2% | -4.7% |
| 30D | -6.3% | -4.3% | -2.0% | -6.0% |
| 3M | -0.5% | +5.5% | -6.0% | -1.0% |
| 6M | +3.1% | +17.5% | -14.4% | +1.9% |
| YTD | +6.7% | -7.8% | +14.5% | +6.9% |
| 1Y | -1.1% | +1.6% | -2.8% | -1.8% |
| 3Y | -8.7% | +154.8% | -163.6% | -18.4% |
| All | -24.5% | +197.4% | -221.9% | -34.2% |
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