+250.1%
SYF vs AEE
+191.1%
+59.0%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.8% | +0.8% |
| 7D | -4.9% | -0.8% | -4.1% | -4.6% |
| 30D | -4.3% | -2.9% | -1.4% | -3.0% |
| 3M | +5.5% | -2.4% | +7.9% | +6.4% |
| 6M | +17.5% | -2.7% | +20.2% | +18.3% |
| YTD | -7.8% | +7.3% | -15.0% | -11.7% |
| 1Y | +1.6% | +7.5% | -5.9% | -3.1% |
| 3Y | +154.8% | +46.2% | +108.6% | +104.1% |
| 5Y | +79.5% | +39.7% | +39.8% | +44.8% |
| All | +250.1% | +191.1% | +59.0% | +166.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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