-0.4%
SYF vs D
+15.6%
-16.1%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | -2.0% | -1.4% | -0.7% | -2.0% |
| 30D | +1.2% | +7.7% | -6.5% | +1.3% |
| 3M | -9.4% | -0.3% | -9.1% | -9.7% |
| 6M | +4.4% | +10.1% | -5.6% | +5.3% |
| YTD | -11.9% | +19.1% | -31.0% | -7.8% |
| 1Y | -0.4% | +15.9% | -16.3% | +3.2% |
| All | -0.4% | +15.6% | -16.1% | +3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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