-0.3%
SYF vs ATI
+87.1%
-87.4%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.2% | -5.9% | -1.7% |
| 7D | -4.3% | +6.0% | -10.3% | -5.4% |
| 30D | +1.0% | -3.6% | +4.7% | +1.5% |
| 3M | -6.4% | -18.9% | +12.5% | -2.7% |
| 6M | +1.0% | +16.7% | -15.7% | -4.1% |
| YTD | -10.7% | +61.1% | -71.8% | -25.3% |
| All | -0.3% | +87.1% | -87.4% | -23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 1y: compounded portfolio wealth divided by compounded ATI 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…
1y analysis · Full analysis span regression · 6 months rolling