+186.5%
SYF vs BBWI
-44.4%
+230.9%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.9% |
| 7D | -4.2% | -4.2% | +0.1% | -3.0% |
| 30D | -1.1% | +24.9% | -25.9% | -8.2% |
| 3M | -7.9% | +13.2% | -21.1% | -12.7% |
| 6M | -1.1% | +12.1% | -13.2% | -6.9% |
| YTD | -12.6% | +11.1% | -23.7% | -18.6% |
| 1Y | -2.4% | +0.7% | -3.1% | -8.0% |
| 3Y | +156.6% | -23.8% | +180.4% | +153.1% |
| 5Y | +61.9% | -66.9% | +128.8% | +99.2% |
| 10Y | +186.5% | -45.3% | +231.8% | +123.6% |
| All | +186.5% | -44.4% | +230.9% | +123.6% |
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