+2,538.2%
MUU vs SYF
+57.0%
+2,481.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.6% | -1.4% | -0.9% |
| 7D | +13.9% | +2.6% | +11.3% | +10.3% |
| 30D | +24.8% | 0.0% | +24.8% | +23.9% |
| 3M | -15.7% | +11.9% | -27.7% | -27.2% |
| 6M | +338.9% | +18.9% | +320.0% | +238.1% |
| YTD | +563.2% | -4.6% | +567.7% | +573.0% |
| 1Y | +2,577.5% | +6.4% | +2,571.1% | +2,200.3% |
| All | +2,538.2% | +57.0% | +2,481.2% | +1,320.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling