+299.1%
SYF vs DINO
+241.8%
+57.3%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.0% | -2.6% | -0.6% |
| 7D | -3.6% | -2.7% | -0.9% | -2.8% |
| 30D | -1.7% | -17.2% | +15.5% | +4.2% |
| 3M | -7.8% | +18.9% | -26.7% | -14.3% |
| 6M | +3.4% | +40.6% | -37.2% | -10.6% |
| YTD | -12.2% | +125.9% | -138.1% | -37.6% |
| 1Y | -1.6% | +90.9% | -92.5% | -25.6% |
| 3Y | +157.8% | +113.4% | +44.4% | +82.0% |
| 5Y | +61.9% | +258.3% | -196.4% | -10.2% |
| 10Y | +180.0% | +446.1% | -266.1% | +24.4% |
| All | +299.1% | +241.8% | +57.3% | +88.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling