+26.9%
SYF vs AMRZ
-17.3%
+44.2%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.3% | +2.6% | -0.3% |
| 7D | +2.6% | -2.0% | +4.6% | +3.3% |
| 30D | 0.0% | -9.8% | +9.9% | +3.2% |
| 3M | +11.9% | -17.2% | +29.1% | +18.4% |
| 6M | +18.9% | -26.9% | +45.8% | +29.4% |
| YTD | -4.6% | -21.5% | +16.9% | +1.7% |
| 1Y | +6.4% | -22.9% | +29.3% | +12.3% |
| All | +26.9% | -17.3% | +44.2% | +31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 5y: compounded portfolio wealth divided by compounded AMRZ 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…
5y analysis · Full analysis span regression · 6 months rolling