+92.3%
SYF vs BLDR
+16.0%
+76.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.9% | +3.3% | +0.2% |
| 7D | +2.6% | -0.3% | +2.9% | +2.7% |
| 30D | 0.0% | -16.2% | +16.3% | +6.4% |
| 3M | +11.9% | -14.4% | +26.3% | +17.1% |
| 6M | +18.9% | -32.8% | +51.7% | +35.3% |
| YTD | -4.6% | -39.2% | +34.6% | +11.7% |
| 1Y | +6.4% | -57.7% | +64.1% | +42.7% |
| 3Y | +167.2% | -55.3% | +222.4% | +225.0% |
| 5Y | +92.3% | +15.6% | +76.7% | +39.3% |
| All | +92.3% | +16.0% | +76.4% | +39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 5y: compounded portfolio wealth divided by compounded BLDR 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…
5y analysis · Full analysis span regression · 6 months rolling