+167.2%
SYF vs BEN
+56.8%
+110.3%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | +2.6% | +4.7% | -2.1% | -0.3% |
| 30D | 0.0% | +2.6% | -2.6% | -1.6% |
| 3M | +11.9% | +11.5% | +0.4% | +4.4% |
| 6M | +18.9% | +35.3% | -16.4% | -2.6% |
| YTD | -4.6% | +48.6% | -53.2% | -26.3% |
| 1Y | +6.4% | +46.7% | -40.3% | -17.4% |
| 3Y | +167.2% | +57.0% | +110.1% | +92.7% |
| All | +167.2% | +56.8% | +110.3% | +92.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling