-0.8%
SYF vs EXR
+27.0%
-27.8%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -0.9% |
| 7D | -4.7% | +2.7% | -7.4% | -5.6% |
| 30D | +0.6% | +18.9% | -18.4% | -5.3% |
| 3M | -6.8% | +8.4% | -15.2% | -9.6% |
| 6M | +0.5% | +14.3% | -13.8% | -4.2% |
| YTD | -11.1% | +27.2% | -38.4% | -19.1% |
| All | -0.8% | +27.0% | -27.8% | -11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 1y: compounded portfolio wealth divided by compounded EXR 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…
1y analysis · Full analysis span regression · 6 months rolling