+156.6%
SYF vs APTV
-45.9%
+202.5%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.8% |
| 7D | -4.2% | -4.3% | +0.1% | -2.8% |
| 30D | -1.1% | -9.7% | +8.6% | +2.4% |
| 3M | -7.9% | -20.6% | +12.7% | -0.3% |
| 6M | -1.1% | -31.7% | +30.6% | +10.3% |
| YTD | -12.6% | -48.0% | +35.4% | +8.5% |
| 1Y | -2.4% | -52.1% | +49.7% | +25.8% |
| 3Y | +156.6% | -47.9% | +204.5% | +198.3% |
| All | +156.6% | -45.9% | +202.5% | +198.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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