+26.0%
PFE vs SYF
+0.6%
+25.4%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.5% |
| 7D | -4.7% | -4.7% | 0.0% | -4.4% |
| 30D | +3.4% | +0.6% | +2.8% | +3.3% |
| 3M | +9.2% | -6.8% | +16.1% | +9.7% |
| 6M | +15.8% | +0.5% | +15.3% | +15.5% |
| YTD | +23.4% | -11.1% | +34.6% | +24.3% |
| All | +26.0% | +0.6% | +25.4% | +23.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling