+61.9%
SYF vs FND
-60.6%
+122.5%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.2% | +0.7% |
| 7D | -3.6% | -4.4% | +0.8% | -2.2% |
| 30D | -1.7% | +14.5% | -16.2% | -6.7% |
| 3M | -7.8% | -15.6% | +7.8% | -3.0% |
| 6M | +3.4% | +4.7% | -1.3% | -0.4% |
| YTD | -12.2% | -16.1% | +3.9% | -9.8% |
| 1Y | -1.6% | -16.0% | +14.4% | +0.9% |
| 3Y | +157.8% | -35.5% | +193.3% | +172.9% |
| 5Y | +61.9% | -60.5% | +122.4% | +85.9% |
| All | +61.9% | -60.6% | +122.5% | +85.9% |
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