+340.9%
SYF vs BEN
+7.8%
+333.1%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.5% | -3.4% | -2.3% |
| 7D | +2.4% | +0.2% | +2.2% | +2.1% |
| 30D | +0.8% | -0.5% | +1.4% | +1.1% |
| 3M | +13.4% | +9.7% | +3.7% | +6.1% |
| 6M | +16.3% | +33.9% | -17.6% | -5.9% |
| YTD | -3.0% | +49.0% | -52.0% | -27.1% |
| 1Y | +5.7% | +42.1% | -36.4% | -18.3% |
| 3Y | +160.1% | +51.9% | +108.2% | +86.7% |
| 5Y | +88.5% | +39.0% | +49.5% | +40.4% |
| 10Y | +263.1% | +57.9% | +205.2% | +119.7% |
| All | +340.9% | +7.8% | +333.1% | +204.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling