+168.4%
SYF vs GEN
+147.0%
+21.4%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | +0.3% |
| 7D | -3.3% | -3.0% | -0.3% | -2.5% |
| 30D | -2.2% | +24.7% | -26.9% | -8.3% |
| 3M | -9.3% | +4.1% | -13.5% | -11.3% |
| 6M | +2.1% | +36.0% | -34.0% | -7.9% |
| YTD | -12.6% | +10.9% | -23.5% | -16.8% |
| 1Y | -3.4% | +12.2% | -15.6% | -8.4% |
| 3Y | +156.5% | +63.3% | +93.2% | +119.1% |
| 5Y | +59.6% | +29.0% | +30.5% | +41.9% |
| All | +168.4% | +147.0% | +21.4% | +97.5% |
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