+112.6%
SPOT vs SYF
+89.2%
+23.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -0.5% |
| 7D | -6.5% | -1.3% | -5.2% | -6.1% |
| 30D | +2.2% | -1.1% | +3.3% | +2.4% |
| 3M | +5.4% | +7.4% | -2.0% | +2.1% |
| 6M | -4.0% | +16.2% | -20.2% | -9.8% |
| YTD | -9.9% | -6.1% | -3.8% | -9.2% |
| 1Y | -27.3% | +3.4% | -30.7% | -29.5% |
| 3Y | +236.4% | +162.9% | +73.5% | +103.5% |
| 5Y | +112.6% | +85.6% | +27.0% | +38.3% |
| All | +112.6% | +89.2% | +23.4% | +38.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling