+23.2%
PFE vs SYF
-1.8%
+25.0%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.3% |
| 7D | -3.0% | -3.6% | +0.6% | -2.7% |
| 30D | +5.2% | -1.7% | +6.9% | +5.3% |
| 3M | +12.2% | -7.8% | +20.0% | +12.8% |
| 6M | +17.8% | +3.4% | +14.4% | +17.2% |
| YTD | +26.2% | -12.2% | +38.4% | +27.1% |
| 1Y | +23.2% | -1.6% | +24.7% | +18.9% |
| All | +23.2% | -1.8% | +25.0% | +18.9% |
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 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