+4,609.2%
MU vs SYF
+189.2%
+4,420.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.4% | +11.4% | +11.7% |
| 7D | +2.0% | -3.6% | +5.6% | +4.0% |
| 30D | -18.0% | -1.7% | -16.2% | -17.3% |
| 3M | -6.6% | -7.8% | +1.2% | -3.1% |
| 6M | +2.0% | +3.4% | -1.3% | -0.7% |
| YTD | +184.5% | -12.2% | +196.7% | +197.5% |
| 1Y | +236.9% | -1.6% | +238.4% | +232.1% |
| 3Y | +987.0% | +157.8% | +829.2% | +551.0% |
| 5Y | +1,014.6% | +61.9% | +952.7% | +711.2% |
| 10Y | +4,609.2% | +180.0% | +4,429.2% | +2,319.0% |
| All | +4,609.2% | +189.2% | +4,420.0% | +2,319.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling