+3,621.5%
STX vs SYF
+257.7%
+3,363.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.4% | -1.5% |
| 7D | +9.6% | -1.3% | +10.9% | +10.0% |
| 30D | +10.6% | -1.1% | +11.7% | +10.9% |
| 3M | +4.8% | +7.4% | -2.6% | +1.4% |
| 6M | +137.3% | +16.2% | +121.0% | +122.1% |
| YTD | +222.5% | -6.1% | +228.6% | +224.7% |
| 1Y | +366.2% | +3.4% | +362.8% | +351.2% |
| 3Y | +1,352.9% | +162.9% | +1,190.1% | +869.8% |
| 5Y | +1,077.4% | +85.6% | +991.9% | +764.2% |
| 10Y | +3,621.5% | +262.7% | +3,358.8% | +1,834.7% |
| All | +3,621.5% | +257.7% | +3,363.8% | +1,834.7% |
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