+78.0%
MRK vs SYF
+0.9%
+77.1%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.5% | +0.6% | -1.7% |
| 7D | -5.0% | -5.5% | +0.5% | -4.6% |
| 30D | +11.0% | -3.9% | +14.8% | +11.2% |
| 3M | +22.4% | +8.9% | +13.5% | +21.9% |
| 6M | +25.4% | +16.2% | +9.2% | +25.0% |
| YTD | +39.5% | -8.4% | +47.9% | +40.2% |
| 1Y | +78.0% | +2.6% | +75.4% | +73.8% |
| All | +78.0% | +0.9% | +77.1% | +73.8% |
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