+7.0%
PAYX vs SYF
+155.9%
-149.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.4% |
| 7D | -4.9% | -4.9% | +0.1% | -3.9% |
| 30D | -3.8% | -4.3% | +0.5% | -3.0% |
| 3M | +17.9% | +5.5% | +12.4% | +16.3% |
| 6M | +26.1% | +17.5% | +8.6% | +21.3% |
| YTD | +6.7% | -7.8% | +14.5% | +7.7% |
| 1Y | -10.7% | +1.6% | -12.4% | -11.8% |
| 3Y | +7.0% | +154.8% | -147.8% | -9.7% |
| All | +7.0% | +155.9% | -149.0% | -9.7% |
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