+167.2%
SYF vs FIVN
-55.5%
+222.7%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -6.1% | +4.5% | -0.4% |
| 7D | +2.6% | -8.2% | +10.8% | +4.4% |
| 30D | 0.0% | -8.1% | +8.2% | +1.5% |
| 3M | +11.9% | +34.9% | -23.0% | +3.7% |
| 6M | +18.9% | +72.6% | -53.7% | +1.9% |
| YTD | -4.6% | +55.8% | -60.3% | -16.5% |
| 1Y | +6.4% | +17.1% | -10.8% | +0.2% |
| 3Y | +167.2% | -54.3% | +221.5% | +176.9% |
| All | +167.2% | -55.5% | +222.7% | +176.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling