-80.4%
PATH vs SYF
+116.1%
-196.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.2% | +3.1% | +3.0% |
| 7D | -4.8% | -0.4% | -4.4% | -4.7% |
| 30D | +2.7% | +4.4% | -1.7% | +0.2% |
| 3M | -4.2% | -4.7% | +0.5% | -2.1% |
| 6M | +24.7% | +1.9% | +22.8% | +21.8% |
| YTD | -17.6% | -8.9% | -8.6% | -15.4% |
| 1Y | -5.3% | +4.1% | -9.4% | -9.9% |
| 3Y | -22.0% | +162.2% | -184.2% | -60.6% |
| 5Y | -76.5% | +73.9% | -150.4% | -86.4% |
| All | -80.4% | +116.1% | -196.5% | -88.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling