+74.4%
SYF vs BRKR
-39.7%
+114.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +1.0% | +0.8% |
| 7D | -4.9% | -8.7% | +3.7% | -2.8% |
| 30D | -4.3% | -9.9% | +5.5% | -2.1% |
| 3M | +5.5% | -3.1% | +8.6% | +4.5% |
| 6M | +17.5% | +45.5% | -28.0% | +2.6% |
| YTD | -7.8% | +13.7% | -21.5% | -14.3% |
| 1Y | +1.6% | +67.4% | -65.8% | -16.1% |
| 3Y | +154.8% | -13.2% | +168.0% | +136.7% |
| All | +74.4% | -39.7% | +114.2% | +56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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