+340.9%
SYF vs FIVN
+329.8%
+11.1%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | +0.5% |
| 7D | +2.4% | -2.3% | +4.7% | +2.7% |
| 30D | +0.8% | +12.4% | -11.6% | -1.4% |
| 3M | +13.4% | +36.0% | -22.6% | +7.3% |
| 6M | +16.3% | +86.0% | -69.6% | +3.4% |
| YTD | -3.0% | +65.9% | -68.9% | -12.6% |
| 1Y | +5.7% | +26.5% | -20.8% | -0.8% |
| 3Y | +160.1% | -54.2% | +214.3% | +172.4% |
| 5Y | +88.5% | -80.5% | +169.0% | +108.6% |
| 10Y | +263.1% | +109.6% | +153.4% | +195.8% |
| All | +340.9% | +329.8% | +11.1% | +223.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling