+159.6%
SYF vs DOV
+65.5%
+94.0%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | -2.0% | +3.0% | -5.0% | -4.3% |
| 30D | +1.2% | +8.6% | -7.4% | -5.5% |
| 3M | -9.4% | +1.9% | -11.2% | -11.1% |
| 6M | +4.4% | -1.7% | +6.1% | +4.6% |
| YTD | -11.9% | +8.3% | -20.3% | -20.0% |
| 1Y | -0.4% | +16.6% | -17.0% | -15.4% |
| 3Y | +159.6% | +65.1% | +94.4% | +84.2% |
| All | +159.6% | +65.5% | +94.0% | +84.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 3y: compounded portfolio wealth divided by compounded DOV 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…
3y analysis · Full analysis span regression · 6 months rolling