+303.9%
SYF vs BEN
+12.5%
+291.4%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.3% | -7.0% | -5.0% |
| 7D | -4.7% | +12.2% | -16.9% | -12.4% |
| 30D | +0.6% | +12.1% | -11.5% | -7.6% |
| 3M | -6.8% | +7.3% | -14.1% | -11.9% |
| 6M | +0.5% | +17.9% | -17.3% | -11.2% |
| YTD | -11.1% | +55.4% | -66.6% | -35.6% |
| 1Y | +1.3% | +69.3% | -68.0% | -30.9% |
| 3Y | +164.6% | +82.8% | +81.8% | +65.9% |
| 5Y | +65.2% | +28.8% | +36.4% | +30.4% |
| 10Y | +204.6% | +53.9% | +150.7% | +84.8% |
| All | +303.9% | +12.5% | +291.4% | +169.1% |
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