-25.9%
SPOT vs SYF
+0.9%
-26.8%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.5% | +2.2% | 0.0% |
| 7D | -6.9% | -5.5% | -1.3% | -6.3% |
| 30D | +4.1% | -3.9% | +8.0% | +4.5% |
| 3M | +3.7% | +8.9% | -5.2% | +2.5% |
| 6M | -1.6% | +16.2% | -17.8% | -3.3% |
| YTD | -10.2% | -8.4% | -1.7% | -9.7% |
| 1Y | -25.9% | +2.6% | -28.5% | -24.9% |
| All | -25.9% | +0.9% | -26.8% | -24.9% |
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