+299.1%
SYF vs BUD
-0.7%
+299.9%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.3% | +2.7% | +1.7% |
| 7D | -3.6% | +0.5% | -4.1% | -3.9% |
| 30D | -1.7% | +7.4% | -9.1% | -5.8% |
| 3M | -7.8% | +4.3% | -12.1% | -10.4% |
| 6M | +3.4% | +5.3% | -1.9% | -0.5% |
| YTD | -12.2% | +33.2% | -45.4% | -27.1% |
| 1Y | -1.6% | +31.8% | -33.3% | -17.8% |
| 3Y | +157.8% | +47.8% | +110.0% | +92.6% |
| 5Y | +61.9% | +50.2% | +11.7% | +18.5% |
| 10Y | +180.0% | -4.8% | +184.8% | +117.7% |
| All | +299.1% | -0.7% | +299.9% | +213.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling