+42.0%
SOFI vs SYF
+146.5%
-104.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.1% |
| 7D | -4.9% | -4.9% | 0.0% | -1.2% |
| 30D | -3.5% | -4.3% | +0.9% | 0.0% |
| 3M | +3.9% | +5.5% | -1.6% | -0.5% |
| 6M | -6.5% | +17.5% | -24.0% | -17.2% |
| YTD | -33.8% | -7.8% | -26.1% | -30.3% |
| 1Y | -33.3% | +1.6% | -34.9% | -34.4% |
| 3Y | +94.6% | +154.8% | -60.2% | +0.8% |
| 5Y | +13.3% | +79.5% | -66.2% | -33.8% |
| All | +42.0% | +146.5% | -104.5% | -11.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling