+185.9%
SYF vs FND
+54.9%
+131.0%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.5% | -1.0% | -1.9% |
| 7D | -5.5% | -5.1% | -0.4% | -3.7% |
| 30D | -3.9% | -22.5% | +18.7% | +5.3% |
| 3M | +8.9% | -5.0% | +13.9% | +9.8% |
| 6M | +16.2% | -21.5% | +37.7% | +24.4% |
| YTD | -8.4% | -23.0% | +14.6% | -2.2% |
| 1Y | +2.6% | -44.9% | +47.5% | +23.4% |
| 3Y | +156.4% | -50.0% | +206.3% | +203.8% |
| 5Y | +78.2% | -63.3% | +141.5% | +122.4% |
| All | +185.9% | +54.9% | +131.0% | +115.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling