+85.6%
SYF vs BR
+7.6%
+78.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.5% |
| 7D | -1.3% | -5.0% | +3.7% | +1.1% |
| 30D | -1.1% | -2.5% | +1.4% | -0.1% |
| 3M | +7.4% | +13.5% | -6.1% | 0.0% |
| 6M | +16.2% | -9.4% | +25.6% | +21.4% |
| YTD | -6.1% | -23.3% | +17.2% | +7.4% |
| 1Y | +3.4% | -31.6% | +35.0% | +26.6% |
| 3Y | +162.9% | -5.1% | +167.9% | +163.6% |
| 5Y | +85.6% | +8.2% | +77.4% | +61.2% |
| All | +85.6% | +7.6% | +78.0% | +61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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