+186.5%
SYF vs GEN
+151.0%
+35.5%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.8% | -2.3% |
| 7D | -4.2% | +1.0% | -5.2% | -4.5% |
| 30D | -1.1% | +29.1% | -30.1% | -8.1% |
| 3M | -7.9% | +2.9% | -10.8% | -9.5% |
| 6M | -1.1% | +33.6% | -34.7% | -10.2% |
| YTD | -12.6% | +12.0% | -24.6% | -17.0% |
| 1Y | -2.4% | +16.2% | -18.5% | -8.3% |
| 3Y | +156.6% | +65.1% | +91.6% | +118.8% |
| 5Y | +61.9% | +33.3% | +28.6% | +43.0% |
| 10Y | +186.5% | +149.7% | +36.8% | +115.7% |
| All | +186.5% | +151.0% | +35.5% | +115.7% |
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