+2,683.6%
MUU vs SYF
+54.5%
+2,629.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.6% | +7.1% | +7.6% |
| 7D | +15.0% | -1.3% | +16.4% | +16.8% |
| 30D | +36.8% | -1.1% | +37.9% | +37.5% |
| 3M | -8.5% | +7.4% | -15.9% | -16.7% |
| 6M | +320.7% | +16.2% | +304.5% | +233.2% |
| YTD | +599.7% | -6.1% | +605.8% | +623.8% |
| 1Y | +2,569.2% | +3.4% | +2,565.8% | +2,282.1% |
| All | +2,683.6% | +54.5% | +2,629.1% | +1,427.9% |
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