+68.0%
LIN vs SYF
+69.6%
-1.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.4% |
| 7D | +3.6% | -3.8% | +7.4% | +4.4% |
| 30D | +6.4% | +2.6% | +3.7% | +5.7% |
| 3M | +6.5% | -6.5% | +13.0% | +7.8% |
| 6M | +4.9% | +0.8% | +4.0% | +4.1% |
| YTD | +23.4% | -10.1% | +33.6% | +25.2% |
| 1Y | +26.3% | +0.8% | +25.5% | +24.5% |
| 3Y | +38.0% | +158.8% | -120.8% | +1.4% |
| 5Y | +68.0% | +67.5% | +0.5% | +35.2% |
| All | +68.0% | +69.6% | -1.6% | +35.2% |
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