+88.6%
SYF vs FND
-61.0%
+149.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.6% | +3.0% | -0.1% |
| 7D | +2.6% | +0.4% | +2.2% | +2.4% |
| 30D | 0.0% | -23.6% | +23.6% | +9.4% |
| 3M | +11.9% | +4.3% | +7.6% | +9.1% |
| 6M | +18.9% | -20.3% | +39.2% | +26.2% |
| YTD | -4.6% | -21.3% | +16.7% | +0.8% |
| 1Y | +6.4% | -45.4% | +51.7% | +27.5% |
| 3Y | +167.2% | -48.9% | +216.0% | +209.5% |
| All | +88.6% | -61.0% | +149.6% | +109.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling