+250.1%
SYF vs DINO
+492.4%
-242.3%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | -4.9% | +2.3% | -7.2% | -5.8% |
| 30D | -4.3% | +22.6% | -26.9% | -11.6% |
| 3M | +5.5% | +55.2% | -49.7% | -11.7% |
| 6M | +17.5% | +93.8% | -76.3% | -11.2% |
| YTD | -7.8% | +139.5% | -147.3% | -36.8% |
| 1Y | +1.6% | +115.3% | -113.7% | -27.7% |
| 3Y | +154.8% | +98.8% | +56.0% | +81.7% |
| 5Y | +79.5% | +333.5% | -254.0% | -12.0% |
| All | +250.1% | +492.4% | -242.3% | +39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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