+204.6%
SYF vs GEN
+166.9%
+37.7%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -4.7% | -0.3% | -4.4% | -4.6% |
| 30D | +0.6% | +28.2% | -27.6% | -6.4% |
| 3M | -6.8% | +2.6% | -9.4% | -8.4% |
| 6M | +0.5% | +32.7% | -32.1% | -8.5% |
| YTD | -11.1% | +11.3% | -22.4% | -15.5% |
| 1Y | +1.3% | +17.9% | -16.7% | -5.3% |
| 3Y | +164.6% | +66.3% | +98.3% | +125.1% |
| 5Y | +65.2% | +31.7% | +33.5% | +46.3% |
| 10Y | +204.6% | +150.0% | +54.6% | +128.0% |
| All | +204.6% | +166.9% | +37.7% | +128.0% |
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