+92.3%
SYF vs AVTR
-63.6%
+155.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.9% | -3.5% | -2.2% |
| 7D | +2.6% | +7.4% | -4.8% | +0.5% |
| 30D | 0.0% | +12.2% | -12.2% | -3.4% |
| 3M | +11.9% | +57.4% | -45.5% | -3.3% |
| 6M | +18.9% | +86.7% | -67.7% | -3.0% |
| YTD | -4.6% | +33.1% | -37.7% | -14.1% |
| 1Y | +6.4% | +16.1% | -9.8% | -2.4% |
| 3Y | +167.2% | -24.6% | +191.8% | +171.1% |
| 5Y | +92.3% | -63.5% | +155.8% | +120.6% |
| All | +92.3% | -63.6% | +155.9% | +120.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling