-24.6%
KVUE vs SYF
+202.7%
-227.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.6% | -1.9% | -3.3% |
| 7D | -7.2% | -1.3% | -5.9% | -7.1% |
| 30D | -5.7% | -1.1% | -4.6% | -5.6% |
| 3M | +0.2% | +7.4% | -7.2% | -0.5% |
| 6M | 0.0% | +16.2% | -16.2% | -1.1% |
| YTD | +6.5% | -6.1% | +12.6% | +6.6% |
| 1Y | -1.4% | +3.4% | -4.8% | -2.2% |
| 3Y | -5.6% | +162.9% | -168.5% | -15.9% |
| All | -24.6% | +202.7% | -227.3% | -34.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling