-1.6%
SYF vs AVTR
+36.7%
-38.2%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | +0.2% |
| 7D | -3.6% | +0.5% | -4.1% | -3.7% |
| 30D | -1.7% | +1.5% | -3.3% | -2.2% |
| 3M | -7.8% | +14.2% | -22.0% | -11.0% |
| 6M | +3.4% | +97.4% | -94.0% | -17.3% |
| YTD | -12.2% | +37.3% | -49.5% | -21.2% |
| 1Y | -1.6% | +36.8% | -38.4% | -11.6% |
| All | -1.6% | +36.7% | -38.2% | -11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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