+299.1%
SYF vs BEN
+13.9%
+285.3%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -3.6% | +7.2% | -10.7% | -8.5% |
| 30D | -1.7% | +14.1% | -15.8% | -10.8% |
| 3M | -7.8% | +9.9% | -17.7% | -14.2% |
| 6M | +3.4% | +17.4% | -14.0% | -8.4% |
| YTD | -12.2% | +57.3% | -69.5% | -36.9% |
| 1Y | -1.6% | +66.9% | -68.5% | -32.2% |
| 3Y | +157.8% | +85.7% | +72.1% | +59.9% |
| 5Y | +61.9% | +31.2% | +30.7% | +26.2% |
| 10Y | +180.0% | +61.0% | +119.0% | +65.8% |
| All | +299.1% | +13.9% | +285.3% | +163.7% |
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 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