+84.8%
MRK vs SYF
+7.1%
+77.8%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.3% |
| 7D | +1.3% | +2.4% | -1.1% | +1.2% |
| 30D | +17.1% | +0.8% | +16.3% | +17.0% |
| 3M | +25.9% | +13.4% | +12.5% | +25.0% |
| 6M | +26.8% | +16.3% | +10.5% | +25.8% |
| YTD | +44.9% | -3.0% | +47.9% | +45.1% |
| 1Y | +84.8% | +5.7% | +79.1% | +77.9% |
| All | +84.8% | +7.1% | +77.8% | +77.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling