+5.7%
SYF vs FND
-36.4%
+42.1%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.4% |
| 7D | +2.4% | -5.2% | +7.6% | +3.8% |
| 30D | +0.8% | -19.9% | +20.7% | +6.6% |
| 3M | +13.4% | +2.7% | +10.7% | +11.8% |
| 6M | +16.3% | -21.7% | +38.0% | +21.4% |
| YTD | -3.0% | -17.5% | +14.5% | -1.5% |
| 1Y | +5.7% | -39.3% | +45.0% | +12.8% |
| All | +5.7% | -36.4% | +42.1% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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