+85.6%
SYF vs BTDR
+24.7%
+60.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.7% | +1.1% | -1.4% |
| 7D | -1.3% | +14.8% | -16.1% | -2.4% |
| 30D | -1.1% | +41.8% | -42.9% | -3.8% |
| 3M | +7.4% | -29.2% | +36.6% | +9.0% |
| 6M | +16.2% | +66.2% | -50.0% | +9.9% |
| YTD | -6.1% | +10.0% | -16.1% | -9.1% |
| 1Y | +3.4% | -11.0% | +14.4% | -0.1% |
| 3Y | +162.9% | +6.9% | +155.9% | +132.1% |
| 5Y | +85.6% | +24.7% | +60.9% | +61.1% |
| All | +85.6% | +24.7% | +60.9% | +61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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