+250.1%
SYF vs ET
+177.0%
+73.1%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.6% | +1.1% |
| 7D | -4.9% | +0.2% | -5.1% | -5.0% |
| 30D | -4.3% | +2.9% | -7.2% | -5.7% |
| 3M | +5.5% | +16.8% | -11.3% | -2.8% |
| 6M | +17.5% | +18.9% | -1.4% | +6.7% |
| YTD | -7.8% | +37.7% | -45.5% | -22.6% |
| 1Y | +1.6% | +32.4% | -30.8% | -13.2% |
| 3Y | +154.8% | +99.5% | +55.3% | +77.4% |
| 5Y | +79.5% | +244.0% | -164.5% | -4.9% |
| All | +250.1% | +177.0% | +73.1% | +73.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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