Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • SYF vs DAR✓SelectedUSD · DARSYF vs DAR performance historyLatest closeAs of-0.45%11/06
Stock and ETF performance explorer

SYF vs DAR

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+306.8%
DAR return
+168.8%
Excess return
+138.0%
Maximum drawdown
-66.4%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioDARExcessAlpha
1D-0.4%-1.0%+0.6%0.0%
7D-2.1%-9.9%+7.8%+1.9%
30D+2.5%-16.4%+18.9%+9.6%
3M-6.3%-17.1%+10.8%-0.2%
6M-1.5%-20.5%+19.0%+5.6%
YTD-10.5%+39.4%-49.9%-25.2%
1Y+1.5%+57.2%-55.7%-19.8%
3Y+163.3%+13.9%+149.4%+123.9%
5Y+66.8%-40.8%+107.6%+84.0%
10Y+228.5%+276.2%-47.7%+60.6%
All+306.8%+168.8%+138.0%+100.9%

Cumulative growth

Daily Returns

Daily percentage return beside DAR.

Daily Out/Under-Performance

Portfolio return minus DAR return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × DAR 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 DAR 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