+262.7%
SYF vs BEN
+53.7%
+209.1%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -0.5% |
| 7D | -1.3% | +3.4% | -4.7% | -3.7% |
| 30D | -1.1% | +1.8% | -2.9% | -2.4% |
| 3M | +7.4% | +8.4% | -1.0% | +1.2% |
| 6M | +16.2% | +35.6% | -19.4% | -7.4% |
| YTD | -6.1% | +46.4% | -52.5% | -29.2% |
| 1Y | +3.4% | +46.3% | -43.0% | -22.4% |
| 3Y | +162.9% | +54.6% | +108.2% | +83.9% |
| 5Y | +85.6% | +39.4% | +46.2% | +36.2% |
| 10Y | +262.7% | +57.6% | +205.2% | +110.7% |
| All | +262.7% | +53.7% | +209.1% | +110.7% |
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