-21.8%
PATH vs SYF
+159.7%
-181.5%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.3% | -2.4% | -3.1% |
| 7D | -5.6% | -3.8% | -1.8% | -4.0% |
| 30D | -0.7% | +2.6% | -3.3% | -1.9% |
| 3M | -5.9% | -6.5% | +0.7% | -3.3% |
| 6M | +21.6% | +0.8% | +20.8% | +19.9% |
| YTD | -20.6% | -10.1% | -10.5% | -18.2% |
| 1Y | -10.6% | +0.8% | -11.4% | -12.9% |
| All | -21.8% | +159.7% | -181.5% | -68.6% |
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