+104.9%
SYF vs AHR
+360.2%
-255.2%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.5% | -3.0% | -2.6% |
| 7D | -5.5% | -3.0% | -2.5% | -5.0% |
| 30D | -3.9% | +2.6% | -6.5% | -4.3% |
| 3M | +8.9% | +16.0% | -7.1% | +5.7% |
| 6M | +16.2% | +3.1% | +13.1% | +15.2% |
| YTD | -8.4% | +16.0% | -24.5% | -11.7% |
| 1Y | +2.6% | +28.0% | -25.3% | -4.0% |
| All | +104.9% | +360.2% | -255.2% | +49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 3y: compounded portfolio wealth divided by compounded AHR 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…
3y analysis · Full analysis span regression · 6 months rolling