+167.2%
SYF vs FND
-49.6%
+216.7%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.6% | +3.0% | -0.2% |
| 7D | +2.6% | +0.4% | +2.2% | +2.5% |
| 30D | 0.0% | -23.6% | +23.6% | +8.6% |
| 3M | +11.9% | +4.3% | +7.6% | +9.3% |
| 6M | +18.9% | -20.3% | +39.2% | +25.7% |
| YTD | -4.6% | -21.3% | +16.7% | +0.3% |
| 1Y | +6.4% | -45.4% | +51.7% | +26.0% |
| 3Y | +167.2% | -48.9% | +216.0% | +204.0% |
| All | +167.2% | -49.6% | +216.7% | +204.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling