+43.4%
SMH vs SYF
+4.2%
+39.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.5% | -2.7% |
| 7D | -11.2% | -0.4% | -10.7% | -11.1% |
| 30D | -20.4% | +4.4% | -24.8% | -21.5% |
| 3M | -12.4% | -4.7% | -7.7% | -11.2% |
| 6M | -0.5% | +1.9% | -2.4% | -1.8% |
| YTD | +40.0% | -8.9% | +49.0% | +39.3% |
| 1Y | +43.4% | +4.1% | +39.3% | +31.4% |
| All | +43.4% | +4.2% | +39.2% | +31.4% |
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