+1.6%
SYF vs FIVN
+20.3%
-18.7%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.6% | +0.6% |
| 7D | -4.9% | -7.8% | +2.9% | -3.9% |
| 30D | -4.3% | -1.7% | -2.6% | -4.2% |
| 3M | +5.5% | +47.2% | -41.7% | -0.5% |
| 6M | +17.5% | +82.7% | -65.2% | +4.6% |
| YTD | -7.8% | +52.9% | -60.7% | -13.5% |
| 1Y | +1.6% | +17.5% | -15.8% | +1.2% |
| All | +1.6% | +20.3% | -18.7% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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