-3.4%
SYF vs AEE
+11.1%
-14.6%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.5% |
| 7D | -3.3% | +0.6% | -3.9% | -3.2% |
| 30D | -2.2% | +8.8% | -11.0% | -1.9% |
| 3M | -9.3% | +5.1% | -14.4% | -9.4% |
| 6M | +2.1% | +5.2% | -3.1% | +2.5% |
| YTD | -12.6% | +16.1% | -28.7% | -9.6% |
| 1Y | -3.4% | +10.4% | -13.9% | -0.4% |
| All | -3.4% | +11.1% | -14.6% | -0.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling