+113.6%
SYF vs AHR
+364.8%
-251.2%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.6% |
| 7D | +2.6% | -3.4% | +6.0% | +3.2% |
| 30D | 0.0% | -3.8% | +3.8% | +0.6% |
| 3M | +11.9% | +20.1% | -8.1% | +7.9% |
| 6M | +18.9% | +7.1% | +11.8% | +17.0% |
| YTD | -4.6% | +17.2% | -21.8% | -8.1% |
| 1Y | +6.4% | +30.4% | -24.0% | -0.9% |
| All | +113.6% | +364.8% | -251.2% | +55.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling