+263.2%
SYF vs BUD
-23.5%
+286.7%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.9% | -1.2% |
| 7D | +2.6% | +0.8% | +1.9% | +2.2% |
| 30D | 0.0% | -4.8% | +4.8% | +2.8% |
| 3M | +11.9% | +1.4% | +10.6% | +10.6% |
| 6M | +18.9% | +9.9% | +9.1% | +11.4% |
| YTD | -4.6% | +26.3% | -30.9% | -18.5% |
| 1Y | +6.4% | +36.1% | -29.8% | -13.5% |
| 3Y | +167.2% | +48.6% | +118.6% | +95.2% |
| 5Y | +92.3% | +45.0% | +47.3% | +40.8% |
| 10Y | +263.2% | -23.1% | +286.3% | +193.9% |
| All | +263.2% | -23.5% | +286.7% | +193.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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