+252.8%
SPOT vs SYF
+184.1%
+68.7%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | 0.0% | +0.6% |
| 7D | -3.1% | -4.9% | +1.8% | -1.8% |
| 30D | +7.4% | -4.3% | +11.7% | +8.5% |
| 3M | +8.2% | +5.5% | +2.7% | +6.3% |
| 6M | +2.2% | +17.5% | -15.3% | -2.5% |
| YTD | -9.5% | -7.8% | -1.7% | -8.5% |
| 1Y | -23.8% | +1.6% | -25.5% | -25.1% |
| 3Y | +233.5% | +154.8% | +78.7% | +148.9% |
| 5Y | +112.2% | +79.5% | +32.7% | +68.3% |
| All | +252.8% | +184.1% | +68.7% | +135.7% |
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