+63.5%
SLB vs SYF
+5.5%
+58.0%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.5% |
| 7D | +0.4% | +2.6% | -2.2% | +0.1% |
| 30D | +13.6% | 0.0% | +13.6% | +13.5% |
| 3M | +1.5% | +11.9% | -10.4% | -0.7% |
| 6M | +23.0% | +18.9% | +4.1% | +18.4% |
| YTD | +51.2% | -4.6% | +55.8% | +52.7% |
| 1Y | +63.5% | +6.4% | +57.1% | +57.8% |
| All | +63.5% | +5.5% | +58.0% | +57.8% |
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