+168.4%
SYF vs BTI
+128.6%
+39.7%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -3.3% | -3.2% | 0.0% | -1.8% |
| 30D | -2.2% | +9.7% | -11.9% | -6.5% |
| 3M | -9.3% | +11.1% | -20.4% | -14.0% |
| 6M | +2.1% | -1.2% | +3.3% | +1.6% |
| YTD | -12.6% | +12.7% | -25.3% | -19.3% |
| 1Y | -3.4% | +15.8% | -19.2% | -12.1% |
| 3Y | +156.5% | +148.9% | +7.6% | +48.2% |
| 5Y | +59.6% | +151.9% | -92.4% | -9.3% |
| All | +168.4% | +128.6% | +39.7% | +69.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling