+319.2%
SYF vs BRKR
+137.8%
+181.4%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +1.0% | +0.8% |
| 7D | -4.9% | -8.7% | +3.7% | -2.1% |
| 30D | -4.3% | -9.9% | +5.5% | -1.2% |
| 3M | +5.5% | -3.1% | +8.6% | +4.1% |
| 6M | +17.5% | +45.5% | -28.0% | -1.6% |
| YTD | -7.8% | +13.7% | -21.5% | -16.2% |
| 1Y | +1.6% | +67.4% | -65.8% | -20.9% |
| 3Y | +154.8% | -13.2% | +168.0% | +135.8% |
| 5Y | +79.5% | -39.5% | +118.9% | +86.3% |
| 10Y | +256.4% | +153.5% | +102.9% | +121.7% |
| All | +319.2% | +137.8% | +181.4% | +156.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling