+262.7%
SYF vs BBWI
-58.2%
+321.0%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -6.3% | +4.7% | +0.4% |
| 7D | -1.3% | -4.4% | +3.1% | 0.0% |
| 30D | -1.1% | -7.4% | +6.3% | +0.7% |
| 3M | +7.4% | -2.2% | +9.6% | +7.1% |
| 6M | +16.2% | -16.3% | +32.5% | +20.0% |
| YTD | -6.1% | -9.1% | +3.0% | -6.1% |
| 1Y | +3.4% | -34.5% | +37.9% | +12.8% |
| 3Y | +162.9% | -47.0% | +209.8% | +193.5% |
| 5Y | +85.6% | -68.8% | +154.4% | +134.3% |
| 10Y | +262.7% | -57.4% | +320.1% | +209.6% |
| All | +262.7% | -58.2% | +321.0% | +209.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 10y: compounded portfolio wealth divided by compounded BBWI 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…
10y analysis · Full analysis span regression · 6 months rolling