+61.9%
SYF vs AVAV
+35.3%
+26.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.4% |
| 7D | -3.6% | +9.9% | -13.4% | -5.0% |
| 30D | -1.7% | -5.4% | +3.7% | -1.4% |
| 3M | -7.8% | -36.5% | +28.7% | -2.7% |
| 6M | +3.4% | -25.3% | +28.6% | +5.3% |
| YTD | -12.2% | -48.6% | +36.4% | -7.2% |
| 1Y | -1.6% | -62.1% | +60.5% | +8.7% |
| 3Y | +157.8% | +2.3% | +155.5% | +126.6% |
| 5Y | +61.9% | +35.4% | +26.5% | +27.5% |
| All | +61.9% | +35.3% | +26.6% | +27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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