+186.5%
SYF vs ARWR
+1,055.7%
-869.2%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -2.0% |
| 7D | -4.2% | -17.7% | +13.5% | -1.9% |
| 30D | -1.1% | -21.9% | +20.8% | +2.0% |
| 3M | -7.9% | -44.5% | +36.6% | -0.9% |
| 6M | -1.1% | -32.6% | +31.5% | +3.0% |
| YTD | -12.6% | -26.2% | +13.6% | -10.5% |
| 1Y | -2.4% | +23.0% | -25.3% | -7.5% |
| 3Y | +156.6% | +81.8% | +74.9% | +116.8% |
| 5Y | +61.9% | -36.0% | +97.9% | +49.4% |
| 10Y | +186.5% | +1,039.5% | -853.1% | +113.3% |
| All | +186.5% | +1,055.7% | -869.2% | +113.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 10y: compounded portfolio wealth divided by compounded ARWR 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…
10y analysis · Full analysis span regression · 6 months rolling