+170.6%
SYF vs DINO
+449.5%
-278.9%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -2.0% | +5.7% | -7.7% | -4.1% |
| 30D | +1.2% | -19.6% | +20.8% | +9.0% |
| 3M | -9.4% | +11.8% | -21.2% | -14.2% |
| 6M | +4.4% | +49.0% | -44.5% | -12.7% |
| YTD | -11.9% | +128.1% | -140.0% | -39.4% |
| 1Y | -0.4% | +96.3% | -96.7% | -27.3% |
| 3Y | +159.6% | +113.8% | +45.8% | +77.4% |
| 5Y | +60.9% | +252.7% | -191.8% | -15.7% |
| All | +170.6% | +449.5% | -278.9% | +12.3% |
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