+170.6%
SYF vs GEN
+152.9%
+17.7%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | +0.2% |
| 7D | -2.0% | +2.0% | -4.1% | -2.6% |
| 30D | +1.2% | +27.7% | -26.5% | -5.8% |
| 3M | -9.4% | +3.3% | -12.6% | -11.0% |
| 6M | +4.4% | +31.8% | -27.4% | -4.8% |
| YTD | -11.9% | +13.5% | -25.4% | -16.7% |
| 1Y | -0.4% | +16.0% | -16.5% | -6.4% |
| 3Y | +159.6% | +70.6% | +89.0% | +119.2% |
| 5Y | +60.9% | +32.1% | +28.8% | +42.2% |
| All | +170.6% | +152.9% | +17.7% | +97.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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