+170.6%
SYF vs BN
+290.8%
-120.2%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +2.1% |
| 7D | -2.0% | -1.0% | -1.0% | -1.4% |
| 30D | +1.2% | +14.0% | -12.8% | -9.6% |
| 3M | -9.4% | -9.0% | -0.4% | -3.0% |
| 6M | +4.4% | -8.8% | +13.2% | +11.3% |
| YTD | -11.9% | -10.3% | -1.7% | -6.0% |
| 1Y | -0.4% | -5.8% | +5.4% | +2.1% |
| 3Y | +159.6% | +94.8% | +64.8% | +41.7% |
| 5Y | +60.9% | +31.5% | +29.4% | +19.5% |
| All | +170.6% | +290.8% | -120.2% | -2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 10y: compounded portfolio wealth divided by compounded BN 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…
10y analysis · Full analysis span regression · 6 months rolling