+4.1%
SYF vs FE
+6.1%
-2.0%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -0.4% | +1.7% | -2.1% | -0.3% |
| 30D | +4.4% | +8.1% | -3.7% | +5.2% |
| 3M | -4.7% | -1.3% | -3.4% | -5.3% |
| 6M | +1.9% | +2.9% | -1.0% | +2.5% |
| YTD | -8.9% | +8.6% | -17.5% | -4.8% |
| 1Y | +4.1% | +6.3% | -2.3% | +8.1% |
| All | +4.1% | +6.1% | -2.0% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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