+186.5%
SYF vs BEN
+55.0%
+131.5%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.2% | -3.2% | -2.9% |
| 7D | -4.2% | +12.1% | -16.3% | -12.3% |
| 30D | -1.1% | +13.4% | -14.5% | -10.2% |
| 3M | -7.9% | +9.4% | -17.3% | -14.3% |
| 6M | -1.1% | +19.3% | -20.4% | -13.8% |
| YTD | -12.6% | +57.3% | -69.8% | -38.0% |
| 1Y | -2.4% | +69.1% | -71.5% | -34.4% |
| 3Y | +156.6% | +85.6% | +71.0% | +55.5% |
| 5Y | +61.9% | +32.9% | +28.9% | +23.6% |
| 10Y | +186.5% | +58.3% | +128.1% | +57.5% |
| All | +186.5% | +55.0% | +131.5% | +57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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