+5.1%
SYF vs BN
-10.7%
+15.8%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.6% | +1.0% | -0.1% |
| 7D | +2.6% | -1.2% | +3.8% | +3.3% |
| 30D | 0.0% | -10.9% | +11.0% | +6.9% |
| 3M | +11.9% | -11.1% | +23.0% | +19.8% |
| 6M | +18.9% | -4.4% | +23.3% | +21.7% |
| YTD | -4.6% | -14.1% | +9.6% | +3.4% |
| All | +5.1% | -10.7% | +15.8% | +10.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling