+265.2%
RSP vs SYF
+299.1%
-33.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.7% |
| 7D | -0.3% | -3.6% | +3.3% | +0.9% |
| 30D | +4.4% | -1.7% | +6.2% | +5.0% |
| 3M | +1.3% | -7.8% | +9.1% | +3.9% |
| 6M | +10.0% | +3.4% | +6.6% | +8.0% |
| YTD | +17.6% | -12.2% | +29.8% | +21.2% |
| 1Y | +19.2% | -1.6% | +20.8% | +18.0% |
| 3Y | +66.0% | +157.8% | -91.7% | +12.9% |
| 5Y | +50.4% | +61.9% | -11.5% | +16.5% |
| 10Y | +215.7% | +180.0% | +35.6% | +79.2% |
| All | +265.2% | +299.1% | -33.9% | +87.3% |
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