+263.2%
SYF vs GEN
+150.2%
+113.0%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.7% | +1.1% | -0.9% |
| 7D | +2.6% | -0.7% | +3.3% | +2.8% |
| 30D | 0.0% | +2.6% | -2.6% | -0.8% |
| 3M | +11.9% | +15.8% | -3.9% | +7.0% |
| 6M | +18.9% | +33.1% | -14.2% | +8.4% |
| YTD | -4.6% | +11.3% | -15.9% | -8.5% |
| 1Y | +6.4% | +1.7% | +4.7% | +4.7% |
| 3Y | +167.2% | +58.1% | +109.0% | +131.8% |
| 5Y | +92.3% | +20.6% | +71.7% | +75.0% |
| 10Y | +263.2% | +149.0% | +114.2% | +168.7% |
| All | +263.2% | +150.2% | +113.0% | +168.7% |
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