+91.3%
SYF vs ARWR
+28.5%
+62.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | +2.4% | +1.7% | +0.7% | +2.1% |
| 30D | +0.8% | -0.7% | +1.5% | +0.9% |
| 3M | +13.4% | +14.9% | -1.5% | +10.0% |
| 6M | +16.3% | +32.6% | -16.3% | +9.5% |
| YTD | -3.0% | +30.0% | -33.1% | -8.8% |
| 1Y | +5.7% | +208.4% | -202.6% | -16.8% |
| 3Y | +160.1% | +208.8% | -48.7% | +84.9% |
| All | +91.3% | +28.5% | +62.9% | +44.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling