+26.4%
SOFI vs SYF
+135.4%
-109.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.2% | -2.0% |
| 7D | -4.9% | -2.0% | -2.9% | -3.4% |
| 30D | +8.4% | +1.2% | +7.2% | +7.5% |
| 3M | -16.3% | -9.4% | -7.0% | -9.8% |
| 6M | +0.7% | +4.4% | -3.7% | -2.8% |
| YTD | -41.1% | -11.9% | -29.2% | -35.8% |
| 1Y | -45.7% | -0.4% | -45.3% | -46.1% |
| 3Y | +119.0% | +159.6% | -40.5% | +12.5% |
| 5Y | -32.2% | +60.9% | -93.1% | -58.5% |
| All | +26.4% | +135.4% | -109.0% | -18.3% |
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