+159.4%
SYF vs BTG
+99.9%
+59.5%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -1.7% |
| 7D | -1.3% | +2.4% | -3.7% | -1.5% |
| 30D | -1.1% | +9.5% | -10.6% | -1.6% |
| 3M | +7.4% | +38.5% | -31.1% | +5.2% |
| 6M | +16.2% | +5.6% | +10.6% | +14.9% |
| YTD | -6.1% | +23.9% | -30.1% | -8.0% |
| 1Y | +3.4% | +32.1% | -28.8% | +0.3% |
| All | +159.4% | +99.9% | +59.5% | +142.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 3y: compounded portfolio wealth divided by compounded BTG 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…
3y analysis · Full analysis span regression · 6 months rolling