+562.5%
LITE vs SYF
+60.4%
+502.1%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.8% | -5.3% | -4.9% |
| 7D | +10.8% | -2.0% | +12.8% | +11.9% |
| 30D | -33.4% | +1.2% | -34.6% | -34.0% |
| 3M | -32.2% | -9.4% | -22.9% | -29.1% |
| 6M | -42.1% | +4.4% | -46.5% | -44.3% |
| YTD | +61.9% | -11.9% | +73.8% | +67.6% |
| 1Y | +163.0% | -0.4% | +163.4% | +153.8% |
| 3Y | +1,358.0% | +159.6% | +1,198.5% | +792.3% |
| All | +562.5% | +60.4% | +502.1% | +366.9% |
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