+1,801.5%
PWR vs SYF
+340.9%
+1,460.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | +3.6% | +2.4% | +1.2% | +2.6% |
| 30D | -8.6% | +0.8% | -9.4% | -9.0% |
| 3M | -13.2% | +13.4% | -26.6% | -17.8% |
| 6M | +9.9% | +16.3% | -6.4% | +2.7% |
| YTD | +48.0% | -3.0% | +51.0% | +47.4% |
| 1Y | +66.2% | +5.7% | +60.5% | +59.5% |
| 3Y | +195.1% | +160.1% | +35.0% | +87.8% |
| 5Y | +442.6% | +88.5% | +354.0% | +278.1% |
| 10Y | +2,334.2% | +263.1% | +2,071.2% | +1,029.5% |
| All | +1,801.5% | +340.9% | +1,460.6% | +733.5% |
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