+4.1%
SYF vs CDW
+13.2%
-9.1%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +12.7% | -12.9% | -1.8% |
| 7D | -0.4% | +3.7% | -4.2% | -0.9% |
| 30D | +4.4% | +26.0% | -21.6% | +1.2% |
| 3M | -4.7% | +10.1% | -14.8% | -6.3% |
| 6M | +1.9% | +26.1% | -24.1% | -2.4% |
| YTD | -8.9% | +25.9% | -34.8% | -12.6% |
| 1Y | +4.1% | +21.5% | -17.5% | +2.2% |
| All | +4.1% | +13.2% | -9.1% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 1y: compounded portfolio wealth divided by compounded CDW 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…
1y analysis · Full analysis span regression · 6 months rolling